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Client success coordinator — financial planning

Brisbane
Focus Partners Australia
Posted: 21 May
Offer description

Focus Partners Australia in Brisbane is seeking a Client Service Officer to provide comprehensive support to Financial Advisers, ensuring exceptional client service and efficient administrative processes. The ideal candidate will have 2 to 5 years of experience in client service and within Financial Services, with a strong focus on organisation and customer interaction. Key responsibilities involve managing client communications, preparing meetings, and liaising with related professionals to implement financial strategies. This role fosters both client satisfaction and smooth operational workflows.#J-18808-Ljbffr

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