Unknown is seeking an experienced Client Services Officer/Manager to join a well-established financial planning team in Australia. The role centers on delivering high-quality client service and supporting advisers without progression into advice.
You will own the client service and administration process, maintain robust client relationships, and ensure smooth implementation of advice. A proactive, team-focused skilled with CRM experience is ideal for this long-term chance.
J-18808-Ljbffr
📌 Client Services Pro Cso/csm — Long Term Financial Planning Adelaide (Australia)
🏢 @
📍 Australia
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