Client Services Lead Financial Planning & Growth Sutherland

Client Services Lead Financial Planning & Growth Sutherland

29 Aug
|
FS Recruitment Solutions
|
Sutherland

29 Aug

FS Recruitment Solutions

Sutherland

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
🏢 FS Recruitment Solutions
📍 Sutherland

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