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Client Service Manager

  • Full Time
  • Anywhere

Focus Financial Partners

Focus Financial Partners — East Brisbane, Brisbane

Position Summary The purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser’s proactively and professionally liaise with and …

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