Senior Client Services Lead Financial Planning Canberra

Senior Client Services Lead Financial Planning Canberra

14 Nov
|
CBR Recruitment
|
Canberra

14 Nov

CBR Recruitment

Canberra

LPW, a Canberra-based financial planning firm, seeks a Senior Client Services Officer to support the Client Service Manager and lead the client services team. You will mentor junior staff, help onboard recent clients, and act as the primary contact for client inquiries in a diligent, detail‑oriented setting.

With experience in financial planning or banking, you will help develop customer service policies, monitor KPIs, and ensure regulatory compliance.
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📌 Senior Client Services Lead Financial Planning Canberra
🏢 CBR Recruitment
📍 Canberra

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