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Found 2 jobs
    • Perth, Western Australia
    • Apply with resume through advert now!
    • Posted 2 days ago

    Career happiness at your fingertips with 'client first attitude'. High tech advisory firm. GENERAL FUNCTIONS & TASKS Will be provided in detail at client interview but will include - Facilitate the financial advice process from start to finish; Client meeting preparation - for both new and existing clients; Client Communication - phone calls, e-mails, and liaise with clients; Liaise with advisers to ensure all documentation received and comple...

    • Northern Suburbs Perth, Western Australia
    • Apply with resume through advert!
    • Posted 17 days ago

    SME book with extensive variety - centrally located in close northern suburbs. GENERAL FUNCTIONS & TASKS Will be provided in detail at client interview but will include - Managing existing client relationships - preparing and executing policy documents in accordance with client instructions; negotiating terms with underwriters on behalf of clients; keeping clients informed of all matters related to their insurance; liaising with the claims dep...

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