Koombana Financial is seeking an experienced Client Service & Implementation Manager to join our Bunbury team.
The role focuses on owning the implementation process, collaborating with clients and advisers to ensure advice is implemented accurately and efficiently.
You will manage end-to-end implementation of Statements of Advice, prepare and submit applications, liaise with funds, platforms and insurers, and maintain progress updates.
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📌 Client Success & Implementation Lead (Financial Services) (Western Australia)
🏢 Koombana Financial
📍 Western Australia
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