Client Services Officer role supporting financial planning and wealth management advisors, managing client data and workflows, and ensuring accuracy and compliance.
Requirements
- Australian financial planning or wealth management support experience
- Hands-on experience using My Prosperity
- CRM system experience
- Highly detail-oriented with strong data accuracy skills
- Proactive and able to work with minimal structure or supervision
- Strong organizational and task management skills
- Ability to work independently and manage competing priorities
Benefits
- HMO with 1 free dependent
- Life Insurance
- Paid Leave Credits
- Government-mandated benefits
- Work-from-home equipment provided
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