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.
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📌 Client Experience & Onboarding Specialist (New South Wales)
🏢 Elan Services
📍 New South Wales
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