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Client Experience Officer

2 weeks ago

Central Coast, Australia Invest Blue Limited Full time
Job Description Summary
  • Provide exceptional client service to our clients through initial and ongoing support.
  • Assist financial advisers in delivering an excellent client experience by providing efficient, compliant, and accurate support and administration assistance.

Proactive interaction with clients and advisers ensures all necessary information is up-to-date and current in client management databases and account records.