At a Glance
- Tasks: Support financial advisers and manage client enquiries to enhance client experience.
- Company: Kingdom Financial Group, a dedicated team in Gympie focused on client success.
- Benefits: Hands-on role with opportunities for growth and professional development.
- Why this job: Make a real difference in clients' financial journeys while building valuable skills.
- Qualifications: Experience in client services and strong communication skills.
The predicted salary is between 58500 - 71500 $ per year.
Kingdom Financial Group in Gympie is seeking an experienced Client Services Officer to join our team.
You'll support our financial advisers, paraplanning and client services teams, delivering service that makes a real difference to the people we look after.
This hands-on role puts you at the heart of our client experience, taking ownership and helping to manage the annual review cycle, client enquiries, and coordination with platforms, insurers and fund providers.
Client Success Specialist — Financial Planning (Gympie) employer: Kingdom Financial Group
Kingdom Financial Group offers a dynamic work environment where employees can shape their roles based on their strengths, particularly in financial planning and client services. The company emphasizes collaboration with financial advisers to deliver impactful client service, fostering a culture of ownership and responsibility. With opportunities for professional growth and a focus on client success, it is an attractive employer for those passionate about making a difference in the financial sector.
