Client Relations Officer (Financial Planning)

Descripción del puesto

About the business As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate. About The Role: Working in our offices in Deakin, as part of our close knit team of Client Service Officers, we are seeking a highly organised and personable Client Relations Officer to support our financial advisory team. This role is primarily client-facing and will assist advi…