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Wealth Management Associate

1 week ago

Gold Coast, Queensland, Australia Torowealth Full time

Are you looking for a new challenge in the financial services industry? Do you have experience working within a financial planning firm in a client services capacity? If so, we want to hear from you

We are seeking an experienced Client Services Officer to join our team on the Gold Coast. As a key member of our team, you will play a crucial role in managing adviser calendars and appointments, liaising with clients, and guiding them through each step of the advice process.

What We Offer:
  • A fun and supportive work environment
  • A competitive salary based on experience
  • Opportunities to collaborate with a team of knowledgeable professionals
  • Regular company events and social gatherings
  • The chance to be a part of a rapidly growing business with numerous opportunities for advancement