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Wealth management client services specialist

Perth
Robert Walters
Posted: 16 March
Offer description

A boutique wealth management firm in Subiaco is looking for an experienced Client Services Officer to support a senior adviser. Duties include implementing financial planning advice, managing client communications, and maintaining accurate records. Candidates should have at least 3 years of experience in a similar role, strong financial advice implementation skills, and familiarity with financial planning tools. The role offers a salary around $85,000 plus super and a supportive team environment with work-from-home flexibility after probation.#J-18808-Ljbffr

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