My Wealth Solutions is seeking a Client Services Officer to support advisers, clients and stakeholders by implementing strategies outlined in Statements of Advice (SoAs). This role suits someone with attention to detail, a positive attitude, and a desire to grow within financial services.
You will prepare documentation for SoA meetings, oversee implementation of insurance, superannuation and investment applications, and liaise with clients, mortgage brokers and property specialists.
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📌 Client Services Specialist – Financial Planning Hybrid New South Wales (Australia)
🏢 My Wealth Solutions
📍 Australia
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