Client Success Lead, Financial Planning Toowoomba (Australia)

Client Success Lead, Financial Planning Toowoomba (Australia)

21 Oct
|
McConachie Stedman Pty
|
Australia

21 Oct

McConachie Stedman Pty

Australia

McConachie Stedman Pty is seeking an experienced Client Services Manager to join our Financial Planning team in Toowoomba. You will coordinate client services, implement advice, support advisers and ensure an exceptional client experience throughout the journey.

You will help maintain workflow efficiency, support compliance, coordinate ongoing service activities and build solid relationships with clients and product providers.
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📌 Client Success Lead, Financial Planning Toowoomba (Australia)
🏢 McConachie Stedman Pty
📍 Australia

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