Client Services Lead - Financial Planning & Growth (New South Wales)

Client Services Lead - Financial Planning & Growth (New South Wales)

28 Aug
|
FS Recruitment Solutions
|
New South Wales

28 Aug

FS Recruitment Solutions

New South Wales

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.
#J-*****-Ljbffr

📌 Client Services Lead - Financial Planning & Growth (New South Wales)
🏢 FS Recruitment Solutions
📍 New South Wales

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