Shartru Wealth Management Pty Ltd is seeking a Client Services Officer to provide proactive support to Authorised Representatives and their clients.
You will ensure professional communication, manage inquiries, and assist with administration and liaison tasks to uphold service standards.
You will support onboarding and ongoing client service, lodging applications and current client submissions promptly to assist advisers and maintain efficient workflows in Newcastle, NSW.
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📌 Proactive Client Services Specialist For Financial Advisers (New South Wales)
🏢 Shartru Wealth Management
📍 New South Wales
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