CSO/CSM

Salary: 200.00 -  250.00
Posted: 02-02-2025
Category: Management Leadership
Canberra, 

Job Description

Are you looking to join a business with a fantastic culture? They are going through an extensive growth period and are open to career support for people looking for further development. We are working with a client who has been operating for over 30 years and has multiple offices across Australia. They offer a fantastic training and development program, ensuring a work-life balance with some work from home opportunities after probation. We are currently recruiting a CSO / CSM to work as part of an excellent team, supporting a Senior Financial Advisor. They are open to all levels of experience from 2 to 20+ years. About the role: Main point of contact for clients and arranging client meetings. Assist with client annual review and meeting preparation. Complete necessary documentation to implement SOAs. Assist in preparing portfolios and reports. Help with research for the advisers when required. About you: 2 to 20+ years’ experience in Financial Services. Ability to multitask and good organisational skills. High attention to detail. Strong administrative and computer skills. How do your skills match this job? Sign in and update your profile to get insights. #J-18808-Ljbffr

Job Details

Salary: 200.00 -  250.00
Posted: 02-02-2025
Category: Management Leadership
Canberra, 

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