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Senior client service lead - financial planning

Adelaide
at
Posted: 8 June
Offer description

At is seeking a motivated Senior Client Service Officer to join our Financial Planning team in Adelaide. This role involves overseeing client administration and ensuring exceptional service throughout the advice process.

The ideal candidate will have over 5 years of experience in client services, strong insurance knowledge, and proficiency in XPLAN. Join us to shape our operations in a collaborative team environment.

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