CLIENT SERVICES OFFICER

Join Dalle Cort Financial Services; a young, highly motivated team with a strong client focus.

 

Launch your career with Townsville’s most successful financial planning practice.

 

Successful applicants must possess:

 

  • Time Management and organisational skills

  • Verbal and written communication skills

  • High standard of MS word and Outlook knowledge

  • Proactive approach and client focussed

 

Aspects of the role:

 

  • First point of contact for all client queries

  • Preparation for client appointments

  • Maintenance of up to date records in the client database

  • Preparation of paperwork for new clients

 

Please submit your application including cover letter, resume and referees to:

 

Dalle Cort Financial Services

PO Box 6006
Townsville QLD 4810
or
mail@dallecort.com

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