03 Nov
|
International Search Partners
|
Dubbo
03 Nov
International Search Partners
Dubbo
International Search Partners in Australia is seeking an experienced Client Services Officer/Adviser Assistant to support wealth management and accounting professionals. The role focuses on delivering high-quality client service across face-to-face meetings, email and phone communications.
You will work with Senior Advisers to prepare meeting materials, maintain client data, and assist with the implementation of advice, while developing technical strategy and paraplanned documents.
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📌 Wealth Management Client Services Coordinator (Dubbo)
🏢 International Search Partners
📍 Dubbo