At a Glance
- Tasks: Provide admin support in financial planning and interact with clients daily.
- Company: Econ Financial Services, a vibrant firm in Sydney's CBD.
- Benefits: Full-time role with opportunities for skill development and teamwork.
- Other info: Exciting environment with opportunities to grow your career in finance.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 58500 - 71500 $ per year.
Econ Financial Services in Sydney's CBD is seeking a dedicated Client Service Officer for a full-time, on-site role.
You will provide administrative support across the financial advice process, interact with clients, and help maintain client records using Hub Spot CRM.
You will assist with the implementation and follow-up of advice, handle lodgements with third-party providers, and support marketing and events, while developing your skills in a dynamic team environment.
Client Services Specialist – Financial Planning in Sydney employer: Econ Financial Services
Econ Financial Services offers a dynamic work environment where employees can develop their skills while providing essential support in the financial advice process. The company values career development and encourages team collaboration, making it an attractive place for those seeking to grow in the financial services industry. With a focus on client satisfaction, employees play a crucial role in delivering personalized financial advice and maintaining strong client relationships.
