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Client Portfolio Specialist

3 weeks ago

Perth, Western Australia beBeeClientService Full time $80,000 - $100,000
Job Opportunity

The role of Client Service Manager involves providing ongoing support to senior leadership and financial planners.

The ideal candidate will have at least 2 years of experience supporting financial professionals, with a strong understanding of client portfolios and the ability to deliver detailed responses.

Key responsibilities include implementing investment transactions, developing and maintaining client relationships, and preparing advice documents. Experience working with complex financial products is highly valued.