Excel Wealth is seeking a Client Service Officer to support advisers and clients with the implementation of financial advice on investment and superannuation platforms. You will handle post-implementation checks, client documentation, and ongoing administration in a fast-paced environment.
Ideally you have experience in financial planning and strong attention to detail, with the ability to work independently and prioritise tasks while maintaining high service standards.
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Client Services & Advice Implementation Specialist in Maroochydore employer: Excel Wealth Group
Excel Wealth Group offers a supportive work environment where employees can take ownership of their roles and contribute to client success. The company emphasizes professional growth through hands-on experience in financial advice implementation and client service. Employees benefit from a collaborative culture that values attention to detail and continuous improvement in client experiences.
