Client Services & Implementation Specialist - Financial Planning (New South Wales)

Client Services & Implementation Specialist - Financial Planning (New South Wales)

05 Aug
|
Australian Financial Planning Group
|
New South Wales

05 Aug

Australian Financial Planning Group

New South Wales

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.
#J-*****-Ljbffr

📌 Client Services & Implementation Specialist - Financial Planning (New South Wales)
🏢 Australian Financial Planning Group
📍 New South Wales

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