Brigitte Kepler
Client Services Officer at Carrington Financial Services Sa Pty Ltd
Based in Aberfoyle Park, Australia
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Seniority
Staff
Department
Customer/Client Service
Location
Aberfoyle Park
Industry
Financial Services
Company size
8
Contact information
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b•••••••@carringtonfs.net
Phone
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Background
About Brigitte Kepler
Provide administrative support to Clients, Advisers and Team members Provide ongoing support of insurance, superannuation and investment queries and applications to clients and Advisers, including, but not limited to New Accounts, Close accounts, Adhoc and regular withdrawals, Notice of Intent to Claim, Pension account amendments, Super Contributions, Super Rollovers, Record of Advice(no change), Fee Disclosure Statements and Annual renewal requirements, using XPlan and Microsoft Office. Data base Management
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