Found Description
Join Prime Financial – Work with a Leading ASX-Listed Australian Financial Group!
Prime is a market-leading financial services firm with 200+ team members globally. We combine the agility of a startup with the strength of a listed company. Innovation, ownership, and entrepreneurship are at the heart of everything we do.
Learn more: Prime Financial Group.
We are hiring a Client Services Representative to join our growing team!
In this role, you'll support our Advisers while delivering exceptional client service. You'll play a key part in managing client relationships, coordinating workflows, and ensuring seamless service delivery.
What You'll Be Doing:
Deliver exceptional client service to clients, Advisers, and internal stakeholders Support the implementation of financial recommendations and required changes Manage cash accounts and term deposit renewals Prepare and compile Statements of Advice (SOAs) and product disclosure document...Ready to Apply?
Submit your application for Client services representative at Prime Financial Group
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