Bongiorno & Partners is seeking an experienced Client Service Administrator to support our Financial Planning team. This role focuses on delivering exceptional client service, managing client records in Xplan, and supporting Advisers with documentation and onboarding.
The ideal candidate has at least two years' experience in a Financial Planning CSA or wealth management role, solid attention to detail, excellent communication, and the ability to manage competing priorities.
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📌 Financial Planning Client Service Specialist Woollahra (Australia)
🏢 Bongiorno Group
📍 Australia
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