15 Aug
|
Elan Services
|
Sydney
15 Aug
Elan Services
Sydney
Elan Services Pty Ltd. is seeking a skilled 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.
#J-*****-Ljbffr
📌 Client Experience & Onboarding Specialist (Sydney)
🏢 Elan Services
📍 Sydney