Donmont Capital Pty Ltd on the Gold Coast is seeking an experienced Client Support Officer to join the financial advice team. This hands-on administration role supports advisers through annual reviews, implementation of advice and ongoing client servicing.
You’ll coordinate the Annual Review book, manage client and provider documentation, and maintain accurate CRM records while delivering a high standard of service within a structured compliance setting.
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📌 Client Services Specialist – Financial Advice (City of Gold Coast)
🏢 Donmont Capital
📍 City of Gold Coast
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