Berritta Consulting in Sydney is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join its growing financial planning team, with a transparent long‑term career path toward Adviser pathways.
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.
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📌 Client Services Leader: Path to Adviser & Mentoring (New South Wales)
🏢 Berritta Consulting
📍 New South Wales
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