Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional responsibility for overseeing the administrative, operations and client services support to the Financial Planning office. Categories: Client Services Implementation of the client services experience, as defined by the full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business
Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional responsibility for overseeing the administrative, operations and client services support to the Financial Planning office. Categories: Client Services Implementation of the client services experience, as defined by the full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business