Client Services Officer (Remote) | AU Financial Planning & Wealth Management

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

Tagged as: Financial Modeling