Client Services Manager — Financial Planning Support (Adelaide)

Client Services Manager — Financial Planning Support (Adelaide)

14 Sep
|
Goldsborough Financial Services
|
Adelaide

14 Sep

Goldsborough Financial Services

Adelaide

Goldsborough Financial Services in Parkside, SA invites a Client Services Manager to coordinate end-to-end client service activities, prepare advice documentation, manage appointment scheduling, and oversee follow-up actions in a full-time in office role.

You will liaise with financial advisers and clients to ensure accurate implementation of advice, handle queries, process applications, transactions and compliance requirements, and maintain client records in CRM systems.

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📌 Client Services Manager — Financial Planning Support (Adelaide)
🏢 Goldsborough Financial Services
📍 Adelaide

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