04 Oct
|
Profusion Planning
|
Perth
04 Oct
Profusion Planning
Perth
Profusion Planning is seeking a Client Manager to deliver exceptional client experiences and support the end-to-end implementation of financial advice. You will coordinate with advisers, providers, and clients to ensure accuracy, timeliness, and professionalism throughout the client journey.
Key responsibilities include proactive communication, thorough documentation, and ongoing service delivery. The role requires robust organisational skills, detail orientation, and a team-oriented approach to
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📌 Client Experience Manager, Financial Planning Perth
🏢 Profusion Planning
📍 Perth