Client Services Specialist — Financial Planning (Adelaide)

Client Services Specialist — Financial Planning (Adelaide)

26 Oct
|
MPK Advisory Services
|
Adelaide

26 Oct

MPK Advisory Services

Adelaide

MPK Advisory Services Pty Ltd is seeking a Client Services Officer to join our Adelaide team. You will be the practical backbone of client administration, coordinating meetings, compiling data, and ensuring accurate CRM records in a regulated setting.

You’ll work closely with advisers to implement recommendations, prepare client packs, and process life and general insurance applications while maintaining high standards of service and confidentiality.

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📌 Client Services Specialist — Financial Planning (Adelaide)
🏢 MPK Advisory Services
📍 Adelaide

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