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