Unknown is seeking a Client Services Officer/Client Services Manager in Adelaide to support advisers and clients across the financial planning process. The role offers clear long-term career progression and exposure to all aspects of wealth management.
Ideal candidates may have experience in financial planning, CRM systems like Xplan, and robust communication and relationship-building skills, with a focus on long-term career development within a growing business.
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📌 Client Services Pro: Path to Adviser & Operations (Adelaide)
🏢 @
📍 Adelaide