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 on-site role.
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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.
📌 Client Services Manager -- Financial Planning Support (South Australia)
🏢 Goldsborough Financial Services
📍 South Australia
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