Berritta Consulting in Australia is seeking an experienced Client Services Officer (CSO) or Client Services Manager (CSM) to join their growing team. You will support Financial Advisers, manage client communications and ensure accurate implementation of advice.
This role is ideal for a career CSO/CSM who values long-term relationships, takes pride in service, and wants a stable, collaborative workplace with established processes and strong peer support.
Senior CSO/CSM — Client Service Leader in Finance in Adelaide employer: Berritta Consulting
Join a leading financial services business that prioritises your growth and success as a Financial Planner. With a strong existing client base and a robust lead-generation model, you can focus on building relationships and providing holistic advice without the pressure of sourcing clients yourself. Enjoy exceptional earning potential with a performance bonus structure that rewards your hard work, alongside a supportive work culture that fosters professional development and career advancement.
