ActOn Wealth in Melbourne is seeking a proactive Client Services Officer to support financial advisers and deliver a smooth client experience. The role focuses on client service, administration, and office support to ensure accurate documentation and timely communications.
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The successful candidate will have prior client services or financial services administrative experience, robust organisational skills, and the ability to handle multiple tasks while maintaining professionalism.
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📌 Client Services & Admin Specialist for Financial Advice (Victoria)
🏢 ActOn Wealth
📍 Victoria
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