Company

Berritta ConsultingSee more

addressAddressSydney, NSW
type Form of workFull time
salary Salary$65,000 - $80,000 a year
CategoryAccounting & Finance

Job description

  • Successful Financial Services company with 20yrs in the industry
  • Great team culture and are big on developing their staff due to expansion plans.

We are currently recruiting a Client Services Officer/ Client Services Manager to work as part of an excellent team, and you will be supporting Senior Financial Advisors.

About the role:

  • Main point of contact for clients and arranging client meetings
  • Assist with client annual review and meeting preparation.
  • Implementation experience
  • Client management
  • Career development supported.

About you:

  • 1+years’ experience in Financial Services
  • Ability to multitask and good organisational skills.
  • High attention to detail
Refer code: 1340117. Berritta Consulting - The previous day - 2024-01-26 07:13

Berritta Consulting

Sydney, NSW
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