Client Services Specialist - Finance Admin, Growth Path

Morgans Financial; Mackay Regional; On-site; AUD 55,000 - 75,000; Full time

Job summary

Morgans Financial is seeking a friendly, proactive Client Service Officer to join our Mackay branch. You will coordinate end-to-end administration, welcome new clients, maintain records, and ensure documentation is accurate and compliant for a seamless advice experience from the first appointment through ongoing reviews.

You will work with a Financial Planner and our Client Services Team to manage calendars, onboarding, and meeting packs, while keeping clients updated on administrative items.

Responsibilities

• Coordinate end-to-end administration for client files and appointments.
• Welcome new clients, maintain records, and ensure documentation is accurate and compliant for a seamless advice experience.

Job description

Morgans Financial is seeking a friendly, proactive Client Service Officer to join our Mackay branch. You will coordinate end-to-end administration, welcome new clients, maintain records, and ensure documentation is accurate and compliant for a seamless advice experience from the first appointment through ongoing reviews.

You will work with a Financial Planner and our Client Services Team to manage calendars, onboarding, and meeting packs, while keeping clients updated on administrative items.