Client Services Lead - Financial Planning & Growth (Sutherland Shire Council)

Client Services Lead - Financial Planning & Growth (Sutherland Shire Council)

29 Aug
|
FS Recruitment Solutions
|
Sutherland Shire Council

29 Aug

FS Recruitment Solutions

Sutherland Shire Council

This established, independently owned financial planning firm in the Sutherland Shire is seeking an experienced Client Service Officer to join the advice team. You will coordinate annual reviews, prepare documentation, implement advice and keep client matters moving through to completion.

In this role you will build trusted relationships with advisers and clients, manage workflows, and contribute to a culture of compliance and quality documentation.

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📌 Client Services Lead - Financial Planning & Growth (Sutherland Shire Council)
🏢 FS Recruitment Solutions
📍 Sutherland Shire Council

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