At a Glance
- Tasks: Deliver top-notch client service and support financial advisers in a dynamic team.
- Company: Join a well-established financial planning team in Australia.
- Benefits: Enjoy a stable career with opportunities for growth and development.
- Other info: Ideal for proactive, team-focused individuals looking for long-term stability.
- Why this job: Make a real difference in clients' financial journeys while building strong relationships.
- Qualifications: Experience in client services and CRM systems is essential.
The predicted salary is between 49500 - 60500 $ per year.
Unknown is seeking an experienced Client Services Officer/Manager to join a well-established financial planning team in Australia.
The role centers on delivering high-quality client service and supporting advisers without progression into advice.
You will own the client service and administration process, maintain strong client relationships, and ensure smooth implementation of advice.
A proactive, team-focused professional with CRM experience is ideal for this long-term opportunity.
Client Services Pro (CSO/CSM) — Long-Term Financial Planning in Adelaide employer: at
At ALH Hotels, we pride ourselves on being a vibrant and inclusive workplace where every team member is valued. As an Assistant Manager at the Sail and Anchor, you'll not only enjoy competitive benefits like discounts across our brands and comprehensive wellbeing support, but you'll also have the opportunity to grow your career within the Endeavour Group network. Join us in creating a welcoming atmosphere for locals while developing your leadership skills in a dynamic pub environment.
