Financial Service Coordinator

6 days ago


Wool Bay, South Australia PictureWealth Full time
Key Responsibilities
As a Client Service Specialist, you will be responsible for providing exceptional client support and communication, enhancing the client experience, and supporting efficient client workflows. You will also work closely with advisers and internal teams, actively participating in meetings and projects.

In addition, you will utilise technology tools to improve client services, maintain CRM accuracy, and track KPIs. Building strong relationships with advisers and industry stakeholders is crucial for enhancing client outcomes and company reputation.


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