Evidentia Group seeks an Adviser & Client Services Officer to join the Implemented Portfolios business, delivering exceptional service to financial advisers, practice staff and clients. You’ll manage onboarding, maintain service processes and support IP Connect and reporting tools.
This role suits a customer‑focused qualified who builds trusted relationships, coordinates activities across Salesforce and other systems, and contributes to process improvements while ensuring accuracy and timely
#J-18808-Ljbffr
📌 Adviser & Client Services Specialist (City of Sydney)
🏢 Evidentia Group
📍 City of Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.