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.
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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.
📌 Client Services Specialist - Financial Advice (City of Gold Coast)
🏢 Donmont Capital
📍 City of Gold Coast
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