Senior Financial Onboarding & Implementation Lead (Sunshine)

Senior Financial Onboarding & Implementation Lead (Sunshine)

25 Sep
|
Martens Wealth Management
|
Sunshine

25 Sep

Martens Wealth Management

Sunshine

Martens Wealth Management is seeking a Senior Implementation Specialist to drive end-to-end client onboarding from our Minyama office on the Sunshine Coast. You will coordinate onboarding, prepare documentation, and liaise with clients, advisers and providers while ensuring accuracy and regulatory compliance.

You will monitor progress, resolve issues, and support ongoing process improvements in a collaborative, professional team workplace focused on exceptional client outcomes.

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📌 Senior Financial Onboarding & Implementation Lead (Sunshine)
🏢 Martens Wealth Management
📍 Sunshine

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