Senior Client Services Lead, Financial Planning Greater Shepparton City

Senior Client Services Lead, Financial Planning Greater Shepparton City

11 Oct
|
RBA Financial Group
|
Greater Shepparton City

11 Oct

RBA Financial Group

Greater Shepparton City

Rba Financial Group, a growing boutique financial planning practice in Victoria, is seeking an experienced Senior Client Services Officer. You will focus on ensuring advice implementation, client service activities and administration progress efficiently.

Working closely with advisers and support team, you will manage end-to-end client service, coordinate SOAs/ROAs, maintain data in Xplan, and ensure outstanding actions are followed through to completion.
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📌 Senior Client Services Lead, Financial Planning Greater Shepparton City
🏢 RBA Financial Group
📍 Greater Shepparton City

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