Coastal Financial Advisers jobs
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CLIENT SERVICE MANAGER
Liaise with clients and other stake holders via telephone,email and in person. Manage client data in X-Plan. Ensure all compliance standards are adhered to [ Client Service Agreements, Review dates etc. ]. Obtain required research...
| Company | Coastal Financial Advisers |
|---|---|
| Address | Maroochydore, QLD |
| Category | Accounting & Finance |
| Date Posted | 2 weeks ago See detail |
Client Service Manager
Coastal Financial Advisers
Maroochydore, QLD
Liaise with clients and other stake holders via telephone,email and in person. Manage client data in X-Plan. Ensure all compliance standards are adhered to [ Client Service Agreements, Review dates etc. ]. Obtain required research...
2 weeks ago seen See more...
Account 
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