Sunshine Coast Financial Advisers in Maroochydore, QLD, seeks a Client Service Officer to provide essential administrative support to our financial advisers and enhance the client experience. This client-facing, team-oriented role emphasizes attention to detail and proactive support in a professional setting.
Key duties include handling client communications, preparing financial documents, scheduling meetings, and maintaining CRM records.
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Client Service Officer — Financial Planning Support in Maroochydore employer: Sunshine Coast Financial Advisers
At Sunshine Coast Financial Advisers, we foster a collaborative and supportive work culture that prioritises employee growth and development. Located in the vibrant Maroochydore area, our team enjoys a dynamic environment where attention to detail and proactive client service are celebrated. With over a decade of experience in providing holistic financial advice, we offer our employees meaningful opportunities to contribute to clients' financial well-being while enjoying the benefits of a locally-owned company.
Contact Details:
Sunshine Coast Financial Advisers Recruitment Team
