Pathfinder Recruitment is seeking a Client Services Officer for a growing boutique financial services firm based in Manly. You’ll manage client transactions, KYC, fee arrangements, and adviser follow-ups, supporting a close-knit team.
The role suits an organised professional with experience in financial services, wealth management or investment administration. A friendly, client-focused approach is essential, with strong attention to detail.
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Financial Client Services Specialist - Manly ($85K-$95K) in Sydney employer: Pathfinder Recruitment
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