- Are you a highly organised and detail-oriented individual with a passion for providing exceptional support? We're seeking a Client Services Officer to join our clients financial planning team in Wollongong.In this role, you will be the backbone of the financial planner's operations. You'll handle essential back end procedures, freeing up the planners to focus on what they do best, building strong relationships and providing expert advice to clients.Key resAre you a highly organised and detail-oriented individual with a passion for providing exceptional support? We're seeking a Client Services Officer to join our clients financial planning team in Wollongong.In this role, you will be the backbone of the financial planner's operations. You'll handle essential back end procedures, freeing up the planners to focus on what they do best, building strong relationships and providing expert advice to clients.Key res
- About the companyBased in North Sydney, this highly regarded, long-established advice firm is renowned for its client-centric approach and outstanding holistic financial advice. Over the years, they've built a solid, loyal client base and, due to ongoing growth, are now looking for an experienced Client Service Manager to join their team 4 days/week. About the roleAs a Client Service Manager, you'll work closely with the Principal Financial Adviser to deliAbout the companyBased in North Sydney, this highly regarded, long-established advice firm is renowned for its client-centric approach and outstanding holistic financial advice. Over the years, they've built a solid, loyal client base and, due to ongoing growth, are now looking for an experienced Client Service Manager to join their team 4 days/week. About the roleAs a Client Service Manager, you'll work closely with the Principal Financial Adviser to deli
