Job description
Are you looking to further your Client Services career? Join our Wealth Implementation team! If you have a passion for client engagement, the financial planning sector, and yearn for collaboration and a supportive team, this is the right opportunity for you. This is a full-time, hybrid (3 office days), permanent position based in Sydney. Your role, your contribution! • Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managi…