Flexible Client Services Lead - Financial Planning & Advice (Sydney)

Flexible Client Services Lead - Financial Planning & Advice (Sydney)

25 Sep
|
FS Recruitment Solutions
|
Sydney

25 Sep

FS Recruitment Solutions

Sydney

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 strong relationships while maintaining accurate records in a fast-paced setting.
#J-*****-Ljbffr

📌 Flexible Client Services Lead - Financial Planning & Advice (Sydney)
🏢 FS Recruitment Solutions
📍 Sydney

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