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CUSTOMER SERVICE MANAGER - FINANCIAL PLANNING

Ideally 2+ years of experience in a Customer Service role for Financial Planning practice. Attention to Detail is crucial. Ability to manage workflows and prioritise tasks via custom CRM (XPLAN experience not required). Positive a...

CompanyYour Wealth Coach
AddressHamilton, QLD
CategoryAccounting & Finance
Salary$75,000 - $85,000 a year
Job typeFull time
Date Posted 2 months ago See detail

Customer Service Manager - Financial Planning

Your Wealth Coach

Hamilton, QLD

$75,000 - $85,000 a year

Ideally 2+ years of experience in a Customer Service role for Financial Planning practice. Attention to Detail is crucial. Ability to manage workflows and prioritise tasks via custom CRM (XPLAN experience not required). Positive a...