At a Glance
- Tasks: Support financial planning team with client service and back-office administration.
- Company: Jenner Recruitment, a leading firm in financial services.
- Benefits: Full-time role with competitive salary and professional growth opportunities.
- Other info: Fast-paced environment with opportunities for career advancement.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in client service and strong organisational skills.
The predicted salary is between 72000 - 88000 $ per year.
Jenner Recruitment is seeking a Senior Client Service Officer in Brisbane to support the financial planning team with implementation and administration.
This full-time role focuses on delivering high-quality client service and efficient back-office support.
You will handle review packs, client data processing, and liaison for new clients, while ensuring accurate documentation and smooth operations within a busy practice.
Senior Client Service Specialist - Financial Planning in Brisbane employer: Jenner Recruitment
Join a highly regarded boutique financial planning business in Brisbane, where your expertise as a Senior Financial Adviser will be valued and nurtured. With a strong commitment to employee growth, this firm offers ongoing training and dedicated support, fostering a collaborative and friendly work culture that prioritises exceptional client service. Experience the satisfaction of working in an environment that genuinely cares for its staff while delivering tailored financial strategies to clients.