Client Services Officer $73-57K Associate 2019
CSO/CSM - Parental leave. Inspirational Leader. Build strategy. Trusts, Risk & SMSF. Ditch unnecessary admin work. Renowned Firm. Extensive bonus.
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: Confidentially call/txt Jaicob now on 0400675739
Phone: +61-3-4636-9377
Fax: +61-7-7859-2865
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer $73-57K Associate 2019. Terms and conditions vacancy
Confidentially Call or SMS Jaicob on 0400675739
Your ability to think on your feet and provide innovative solutions will serve well here.
- Renowned highly sought after national Firm
- Streamlined process for on-boarding and implementing diverse strategy
- Diverse clients from inception to completion
- A strategic focus on only affluent HNW and SME
- Predominantly SMSF with complex Insurance and Trusts
- Take a proactive approach over client relationships
- Utilise 2 hats – technical and client relations
- Walk into fresh untapped Personal Insurance referrals
- Become an essential link between the Planner, Firm and Client
- Liaise and learn from role model Director
- Considerate of your current Lifestyle
- Develop to Associate Advisor – 2019
INTERESTED:
Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.
NOT INTERESTED
I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.
- Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
- The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups
You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles
We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.
Jaicob Abbott-Atchison
Financial Services Specialist
(02) 9467 6767