Client Service Coordinator
1 month ago
We are seeking a highly organised and skilled Client Service Administrator to join our team at Coburg Banks Technical.
Key Responsibilities:
- Provide administrative support to a growing team of Financial Planners and Para planners.
- Participate in all aspects of client service administration, ensuring seamless delivery of services.
- Collaborate with the Financial Planning support team to achieve business objectives.
Requirements:
- Strong organisational and communication skills.
- Ability to work in a fast-paced environment and prioritise tasks effectively.
- Experience in a similar role or relevant industry experience.
About Us:
Coburg Banks Technical is a highly respected and innovative Wealth Management business. We are committed to delivering exceptional client service and building long-term relationships with our clients.
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