Intralink Wealth Management in Melbourne seeks a client services skilled to support advisers and manage client relationships. You will engage with clients, handle inquiries, and ensure records across CRM, Class, and XPlan are accurate and up to date.
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The role requires IT proficiency, attention to detail and a cooperative approach. Responsibilities include onboarding current clients, supporting SMSF setup, assisting with procedures, and coordinating with accountants on tax queries.
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📌 Client Services Specialist Crm & Portfolio Support Victoria
🏢 INTRALINK WEALTH MANAGEMENT
📍 Victoria
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