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Client services admin – onboarding & compliance

Mackay
Morgans Financial Limited
Posted: 15 April
Offer description

A financial services company in Mackay is seeking a Client Service Officer to provide support to Financial Planners and manage client administration. This role involves coordinating onboarding for new clients, preparing documentation, and maintaining client records. The ideal candidate is highly organized, detail-oriented, and has administration experience in financial services. There is an opportunity for career growth into senior support roles. Flexible hours may be offered based on experience.#J-18808-Ljbffr

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