06 Aug
|
Australian Financial Planning Group
|
City of Sydney
06 Aug
Australian Financial Planning Group
City of Sydney
Australian Financial Planning Group in Sydney is seeking a Client Services Officer to support the delivery of financial advice and ensure accurate implementation for clients. You will work closely with our team of Financial Planners to deliver a seamless client experience and provide high-quality support throughout the advice and implementation process.
You’ll collaborate with planners, prepare and manage client documentation, and maintain accurate records while upholding compliance.
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📌 Client Services & Implementation Specialist - Financial Planning (City of Sydney)
🏢 Australian Financial Planning Group
📍 City of Sydney