Job offers: Financial services customer adviser

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Stirling Andersen

Private Wealth Adviser - Ref No.AD11109

Stirling Andersen :: Sydney, New South Wales :: over 30 days ago

We are partnering with an established Financial Services organisation seeking an experienced private wealth adviser. We are looking for an experienced Private Wealth Adviser who will apply a consultative approach to identifying ... - ESSENTIAL - Commitment to Financial Planning and customer centric approach - Strong communication, influencing and ...

Sponsored
Stirling Andersen

Client Support Officer - Wealth Management

Stirling Andersen :: Brisbane, Queensland :: 23 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

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Stirling Andersen

Receptionist/Client Service Officer - Financial Planning - Ref No.ER-RECCSO1502

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service. - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - Exceptional Client Service ...

Investor Communications Executive

Keegan Adams :: Sydney, New South Wales :: 2 days ago

... high quality, factual information to investor and adviser queries by phone and email - Provide superior ... business' CRM (Salesforce) including record all customer communications and outcomes and fulfill opportunity ... relationship management skills - Understanding of financial services industry - Strong aptitude for planning and ...

Stirling Andersen

Client Support Officer - Wealth Management

Stirling Andersen :: Brisbane, Queensland :: 2 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Support Officer - Wealth Management

Stirling Andersen :: Brisbane, Queensland :: 23 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Support Officer - Wealth Management

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Support Officer - Wealth Management (Temp & Perm opportunities)

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Service Officer - Financial Planning Admin

Stirling Andersen :: Gold Coast, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Investor & Adviser Services Representative - Ref No.2242353

Succession Recruitment :: Sydney, New South Wales :: over 30 days ago

... business from an operational and client services perspective, maintaining a high quality of ... assist Advisers with resolving client/Adviser operational issues both over the phone and ... that are focused on delivering a positive customer experience and have been working for the past 1-2 years within a Financial Services contact centre. Candidates must ...

Stirling Andersen

Private Wealth Adviser - Ref No.AD11109

Stirling Andersen :: Sydney, New South Wales :: over 30 days ago

We are partnering with an established Financial Services organisation seeking an experienced private wealth adviser. We are looking for an experienced Private Wealth Adviser who will apply a consultative approach to identifying ... - ESSENTIAL - Commitment to Financial Planning and customer centric approach - Strong communication, influencing and ...

Stirling Andersen

Client Support Manager - Financial Planning - Ref No.ER-010315CSM

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-010315CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Service Officer - Financial Planning - Ref No.ER-120216CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-CSO16/0216

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Receptionist/Client Service Officer - Financial Planning - Ref No.ER-RECCSO1502

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service. - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - Exceptional Client Service ...

Student Adviser / Customer Service Consultant - Ref No.2227907090216

SMAART Recruitment :: Melbourne, Victoria :: over 30 days ago

Currently seeking a customer service focused Student Adviser to join my clients Australian owned Registered Training Organisation (RTO), specialising in registered training for the financial services industry. This dynamic team in South Melbourne is looking for someone almost immediately. Full training will be provided for the right candidate. As ...

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