Fiducian Financial Services in Sydney is seeking a Senior Client Service Manager to lead client and adviser workflow using Todoist and implement recommended strategies. You will coordinate reviews and meetings with existing clients and third parties.
n
In this role, you will manage bookings, draft and send Ongoing Service Agreements and invoices, and ensure timely sign-offs with HQ. You will maintain accurate client folders and support the advisory team to deliver high-quality service.
#J-18808-Ljbffr
📌 Senior Client Service & Workflow Manager (Sydney)
🏢 Fiducian Financial Services
📍 Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.