16 Aug
|
Berritta Consulting
|
City of Sydney
16 Aug
Berritta Consulting
City of Sydney
Berritta Consulting is looking for experienced Client Services Professionals to join growing financial planning firms. You'll work closely with Financial Advisers, owning the client journey from strategy through to implementation, delivering a seamless qualified experience.
Key responsibilities include end-to-end implementation, managing client communications, preparing documentation, liaising with product providers, managing workflows, and maintaining accurate client records using Xplan or
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📌 End-to-End Client Services Specialist (Financial Planning) (City of Sydney)
🏢 Berritta Consulting
📍 City of Sydney