Jenner Recruitment in Toowoomba is seeking a junior Client Service Officer to support the financial planning team across divisions. The role involves understanding investing, portfolio reporting and investment accounting, with emphasis on accurate record-keeping and client service.
Duties include preparing quotations, submitting applications, handling client enquiries, scheduling meetings, and ensuring plans are completed within timeframes.
Toowoomba: Junior Client Services Officer, Financial Planning 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.
