Elan Services Pty Ltd. is seeking a qualified Client Services Officer in NSW, Australia. The role focuses on seamless service delivery, advice implementation, and ongoing client engagement, with emphasis on initiative and relationship-building.
Responsibilities include supporting advisers, onboarding clients, maintaining CRM data, and ensuring regulatory compliance. Prior finance or client support experience and experience with Xplan are preferred.
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📌 Client Experience & Onboarding Specialist (Sydney)
🏢 Elan Services
📍 Sydney
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