FS Recruitment Solutions in Sydney's southern suburbs is seeking a Client Services Officer for a respected financial planning and accounting firm. You will work closely with advisers, clients and providers to move advice from recommendation through to implementation, delivering a seamless client experience.
You'll support client reviews, prepare documentation, liaise with platforms and fund managers, and build solid relationships while maintaining accurate records in a rapid-paced setting.
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📌 Flexible Client Services Lead Financial Planning & Advice New South Wales
🏢 FS Recruitment Solutions
📍 New South Wales
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