05 Oct
|
Profusion Planning
|
Perth
05 Oct
Profusion Planning
Perth
Job Description
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.
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Key responsibilities include proactive communication, thorough documentation, and ongoing service delivery. The role requires strong organisational skills, detail orientation, and a cooperative approach to
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📌 Client Experience Manager, Financial Planning (Perth)
🏢 Profusion Planning
📍 Perth