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EXPERIENCED CLIENT SERVICES ROLE

Maintenance and updating of regulatory documents including, Fee Disclosure Statements, Renewal Notices and Fee Consents (Maintain accurate data and records). Appointment setting for advisers client reviews. Preparation of Client...

CompanyProinvest
AddressSouth Yarra, VIC
CategoryAccounting & Finance
Salary$66,600 - $85,000 a year
Job typeFull time
Date Posted a month ago See detail

Experienced Client Services Role

Proinvest

South Yarra, VIC

$66,600 - $85,000 a year

Maintenance and updating of regulatory documents including, Fee Disclosure Statements, Renewal Notices and Fee Consents (Maintain accurate data and records). Appointment setting for advisers client reviews. Preparation of Client...