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Investment advisor — retail client care

Sydney
Stockspot
Investment Analyst
Posted: 11 December
Offer description

A financial services firm in Sydney is seeking an experienced Investment Advisor to provide client support and advice. You will assist retail clients via multiple channels and contribute to improving client engagement. The ideal candidate has over 5 years of experience in customer service, excellent communication skills, and a passion for investment advice. This hybrid role requires attendance at the Sydney office three days a week, offering a collaborative work culture.
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