Xplan Client Services Associate – Growth in Financial Planning

Keystone Wealth is seeking a motivated Client Service Associate to provide administrative and client support across the financial advice process. Reporting to the Client Service Team Leader, you will work closely with advisers, client services, operations and compliance to deliver accurate, responsive and consistent service.

Exposure to end-to-end financial advice processes, ongoing development across systems and regulatory requirements, and a collaborative, values-led culture await in the

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