Evidentia Group seeks an Adviser & Client Services Officer to join the Implemented Portfolios business, delivering exceptional service to financial advisers, practice staff and clients. You'll manage onboarding, maintain service processes and support IP Connect and reporting tools.
This role suits a customer‐focused skilled who builds trusted relationships, coordinates activities across Salesforce and other systems, and contributes to process improvements while ensuring accuracy and timely
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📌 Adviser & Client Services Specialist (New South Wales)
🏢 Evidentia Group
📍 New South Wales
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