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Client Services Administrator- Private Wealth

Vivere Recruitment Group

Sydney, Sydney Region📅 1/10/2026

Descripción

28th September, 2026 The Role To support Senior Financial Adviser(s) in the provision of advice and ongoing service. To facilitate accurate and timely advice implementation to the Private Wealth clients. Duties and Responsibilities Respond to all customer enquiries within agreed timeframes and in adherence with quality and compliance standards Execute accurate and efficient investment and superannuation advice implementation for clients. Timely follow up of items to ensure all matters have been…
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