Catalina Consultants is seeking a committed Client Service Manager to provide vital administrative support to Financial Advisers throughout the end-to-end advice process. The role emphasizes delivering exceptional client experiences, coordinating essential administrative tasks, and upholding high service standards.
You will prepare well-structured Financial Planning documents, ensure compliance with standards and internal policies, and support advisers with plans and documentation, including
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📌 Hybrid Client Service Manager – Growth & Path to Adviser (Australia)
🏢 Catalina Consultants
📍 Australia
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