Review Financial Group is seeking an experienced Client Services Officer to support end-to-end advice implementations and client service delivery in Melbourne. You will work closely with advisers and clients to ensure accurate records, timely documentation, and smooth service experiences. Your role involves coordinating documents, maintaining client data in Xplan, and supporting annual service agreements while adhering to regulatory requirements.
📌 Client Services (Melbourne)
🏢 Review Financial Group
📍 Melbourne
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