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Client Services Manager, Financial Planning

Berritta Consulting - South Australia

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Job Description

A respected financial planning firm in Australia is seeking an experienced Client Services Officer/Manager to ensure seamless client delivery. You will work closely with advisers, manage new business applications, and maintain client records in compliance with regulations. Key qualities include strong communication, high attention to detail, and proficiency in financial software like Xplan. This role is fundamental to enhancing the premium client experience offered by the firm. #J-18808-Ljbffr

Created: 2025-12-14

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