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.
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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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