Posted 4 days ago
Description
Fiducian Financial Services in Sydney is seeking a Senior Client Service Manager to lead client and adviser workflow using Todoist and implement recommended strategies. You will coordinate reviews and meetings with existing clients and third parties.
In this role, you will manage bookings, draft and send Ongoing Service Agreements and invoices, and ensure timely sign-offs with HQ. You will maintain accurate client folders and support the advisory team to deliver high-quality service.
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