Job Overview
Our client currently looking for Client Services Manager
Duties
- Liaising with clients and answering queries
- Maintain accurate client records and files to meet compliance standards
- Implementing Advice
- AFSL and Practice Management
- Client reviews and more…..
Skills and Experience
- Diploma of Financial Planning preferred – but not essential
- Proficient with financial planning software – preferably Xplan
- Previous experience in the financial planning sector
- Understanding of compliance & regulatory framework
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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Employer : Horse Fintech Jobs (CY) Ltd
