Ropan Financial Planning Group in Bendigo, Victoria, is seeking a Client Services Officer on a full-time or part-time basis. You will be the first point of contact for clients, delivering exceptional service and providing administrative support to ensure smooth operations and satisfaction.
You will work with financial planning and advisory teams, handling inquiries, onboarding, and documentation while maintaining confidentiality and accuracy in client records.
Client Services Specialist - Financial Planning in Bendigo employer: ROPAN Financial Planning Group
ROPAN Financial Planning Group is an exceptional employer that prioritises a supportive and collaborative work culture, making it an ideal place for those looking to thrive in the financial services sector. With a strong commitment to employee growth, we offer ongoing training and development opportunities, ensuring our team members can advance their careers while delivering outstanding client experiences. Located in a vibrant area, our office fosters a dynamic environment where your contributions are valued, and your professional journey is nurtured.
Contact Details:
ROPAN Financial Planning Group Recruitment Team
