Impel Management is seeking a Client Services Officer in the Sydney CBD to be the first point of contact for advisers on client onboarding and ongoing client service. You will work closely with the Client Services Manager to run the team and support projects in the Middle Office, coordinating with an outsourced back office.
The role involves ensuring compliance with identification requirements, maintaining client data, and facilitating account setup and sponsorship.
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📌 Stockbroking Client Services Specialist Sydney (Australia)
🏢 Impel Management
📍 Australia
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