Pathfinder Recruitment is seeking a Client Services Officer for a growing boutique financial services firm based in Manly. You’ll manage client transactions, KYC, fee arrangements, and adviser follow-ups, supporting a close-knit team.
The role suits an organised skilled with experience in financial services, wealth management or investment administration. A friendly, client-focused approach is essential, with solid attention to detail.
📌 Financial Client Services Specialist Sydney
🏢 Pathfinder Recruitment
📍 Sydney
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