Berritta Consulting in Sydney is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join its growing financial planning team. The role supports advisers and clients with a transparent long-term career progression toward Adviser pathways.
You will participate in client meetings, manage communications, prepare documentation, and assist with implementation of advice. Experience in financial planning and CRM systems like Xplan is valued.
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📌 Cso/csm — Path To Adviser With Mentoring & Growth Sydney
🏢 Berritta Consulting
📍 Sydney
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