Keegan Adams Recruitment partners with a well-established financial advice firm to recruit a Client Services Associate. The role supports Financial Advisers with advice implementation, client administration and ongoing client service in a collaborative environment where service and operational excellence are valued.
You will act as a key link between advisers, clients and external providers, ensuring effective, compliant delivery of financial services and high-quality client experiences.
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📌 Client Services Associate for Financial Planning Support (City of Sydney)
🏢 Keegan Adams Recruitment
📍 City of Sydney
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