08 Nov
|
International Search Partners
|
Dubbo
08 Nov
International Search Partners
Dubbo
International Search Partners in Dubbo, NSW, seeks an experienced Client Services Officer/Adviser Assistant to support wealth management and accounting teams. You will engage with clients across face-to-face meetings, email and phone to deliver timely, accurate service.
The role involves preparing meeting documentation, maintaining client data in CRM, assisting advisers with research, and contributing to paraplanning tasks like SoA and RoA.
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📌 Wealth Advisory Assistant & Client Services (Dubbo)
🏢 International Search Partners
📍 Dubbo