Keegan Adams Recruitment in North Sydney, NSW is seeking a Client Service Officer to support Private Wealth Advisers and a sophisticated client base. You will provide administrative and client service support, manage onboarding, and help with investment documentation and transactions.
You will liaise with clients, platforms and external providers, coordinate meetings, and maintain accurate records while ensuring compliance.
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📌 Private Wealth Client Experience Specialist North Sydney Council (Australia)
🏢 Keegan Adams Recruitment
📍 Australia
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