Client Service & Implementation Lead - Financial Planning (Bunbury)

Client Service & Implementation Lead - Financial Planning (Bunbury)

18 Aug
|
Koombana Financial
|
Bunbury

18 Aug

Koombana Financial

Bunbury

Koombana Financial is seeking an experienced Client Service & Implementation Manager to own the implementation of financial advice from SOA to completion. The role focuses on client service and owning outcomes in a quick-growing Bunbury-based team.

You will manage the end-to-end process, liaise with clients and advisers, and drive improvements in workflows while maintaining compliance and accurate records.

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📌 Client Service & Implementation Lead - Financial Planning (Bunbury)
🏢 Koombana Financial
📍 Bunbury

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