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CLIENT SERVICES OFFICER

Schedule client meetings with Advisers, coordinating availability and preferences. Liaise with clients to gather necessary information and documentation for their SMSFs. Assist in the implementation process, ensuring all paperwork...

CompanyAdvice2Talent
AddressWollongong, NSW
CategoryAccounting & Finance
Date Posted 7 days ago See detail

Client Services Officer

Advice2Talent

Wollongong, NSW

Schedule client meetings with Advisers, coordinating availability and preferences. Liaise with clients to gather necessary information and documentation for their SMSFs. Assist in the implementation process, ensuring all paperwork...

Private Wealth Adviser - $150K - $160K

Advice2Talent

Doncaster, VIC

Take over a book of wholesale clients from a Retired Adviser. Handover will be available. Holistic complex investment advice offering. To service 250 clients with Investment Advice and appropriate Strategic recommendations to 20%...