Client Services & Onboarding Specialist (City of Gold Coast)

Client Services & Onboarding Specialist (City of Gold Coast)

14 Nov
|
SmartMove Advice
|
City of Gold Coast

14 Nov

SmartMove Advice

City of Gold Coast

SmartMove Advice on the Gold Coast is seeking a motivated Client Services Officer to join our growing financial planning practice. You will support advisers with onboarding, review preparation, and administration across the advice process, ensuring accurate client records and a smooth service experience.

This role offers opportunities to develop leadership skills and support team members as the business grows, with exposure to superannuation, investments and insurance workflows and ongoing

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📌 Client Services & Onboarding Specialist (City of Gold Coast)
🏢 SmartMove Advice
📍 City of Gold Coast

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