Berritta Consulting in Sydney is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join its growing financial planning team. The role supports advisers and clients with a transparent long-term career progression toward Adviser pathways.
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You will participate in client meetings, manage communications, prepare documentation, and assist with implementation of advice. Experience in financial planning and CRM systems like Xplan is valued.
📌 Cso/csm Path To Adviser With Mentoring & Growth New South Wales (Australia)
🏢 Berritta Consulting
📍 Australia
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