Job Description
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.
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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