Keegan Adams Recruitment partners with a well-established financial advice firm to recruit a Client Services Associate to join their growing team.
This role is ideal for someone with experience as a Client Services Officer, Adviser Assistant or Financial Planning Administrator, who values client service and operational excellence. You will support advisers with implementation of advice, client administration and ongoing service, ensuring a seamless client experience.
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📌 Client Services & Onboarding Specialist - Financial Planning (City of Sydney)
🏢 Keegan Adams Recruitment
📍 City of Sydney
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