Client Services Associate - Sydney

Only for registered members Sydney, Australia

1 month ago

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Job summary

We are seeking a detail-oriented and proactive Client Service Associate to support our financial advisers and employer service managers in delivering exceptional client service.

  • Support the Employer Team in building relationships with clients including outbound campaigns, client referral generation, and prospective member leads.
  • Assist the Financial Planners via reporting, implementation of plans and presentations for clients.

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