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Client Service Officer
Client Service Officer
Job Overview
Brisbane, Queensland
Full Time Job
61283
1 year ago
Michael Linda
92
Job Description
About us
Our successful and friendly boutique practice located in Chandler has focussed on providing personalised financial advice to a well-established client base for over 30 years.
Qualifications & experience
- Minimum 1 year experience within financial services industry, XPlan knowledge preferable, Centrelink knowledge would be beneficial
Tasks & responsibilities
- Provide excellent customer service to clients, Maintaining compliant client files, Implementation of client plans, Centrelink assistance, General administrative duties
Employer questions
Your application will include the following questions:
- How many years' experience do you have in the financial services industry?
- How many years' experience do you have in the insurance industry?
Job ID: 61283
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