advice2talent is seeking an experienced Client Services Officer in Merimbula to support financial planning advisers and deliver high-quality client service.
The role involves administration, preparing files and reports, and assisting with SOAs/ROAs.
Responsibilities include implementing financial advice, processing applications for investments, superannuation, retirement and insurance, and maintaining client data in XPLAN.
Solid communication and organisational skills are essential.
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📌 Financial Planning Admin & Client Services Specialist (New South Wales)
🏢 Advice2Talent
📍 New South Wales
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