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Client services manager — financial guidance lead

Perth
Viridian Financial Group
Posted: 26 February
Offer description

A financial services company based in Perth is seeking a Client Services Manager to support Financial Advisors and manage client communications. Responsibilities include assisting with the financial advice process and ensuring compliance with obligations. The ideal candidate will have at least 2 years of experience in a similar role, strong communication skills, and proficiency in Microsoft Office, with XPlan experience being advantageous. Unique leave benefits and a supportive environment are offered.#J-18808-Ljbffr

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