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Client services lead – financial planning

Smith Coffey
Posted: 21 March
Offer description

A holistic financial planning practice in Western Australia seeks an experienced Client Service Manager to support a Senior Financial Adviser. This role involves coordinating client advice delivery, maintaining client records, and ensuring compliance with regulations. Candidates should have at least two years of experience in financial services, strong organizational and communication skills, and proficiency in Microsoft Office. Join a collaborative and proactive team dedicated to serving medical professionals and high net worth individuals.#J-18808-Ljbffr

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