
Expert Financial Planner
1 week ago
The primary responsibility of this role is to ensure the efficient setup and maintenance of client investment accounts, adhering to strict regulatory compliance while providing exceptional customer service.
- Maintain accurate and timely records of client investments.
- Facilitate purchases of investment products such as managed funds, ETFs, and term deposits.
Key Qualifications:
- Minimum 2 years of experience in Australian Financial Services, particularly in KYC and customer service.
- Proficient in technology and CRM software.
What We Offer:
- A quiet and dedicated work environment.
- Opportunities for professional growth and development.
We value teamwork, innovation, and customer satisfaction. If you are a detail-oriented and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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