Hive Financial Planning, based in Rockhampton, seeks an experienced Client Relationship Manager to own administration and service for a portfolio of financial planning clients. This role combines advanced administration, client relationship management and workflow coordination with a focus on delivering an exceptional client experience.
You will work closely with advisors and the broader team to move advice from recommendation through to implementation and ongoing service, ensuring tasks are
📌 Client Experience Lead – Financial Planning Administration (Australia)
🏢 Hive Financial Planning
📍 Australia
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