TAP Andersen Partnership is seeking a motivated Client Services Officer to join a reputable wealth management team in Brisbane.
You will support Financial Advisors, manage client diaries, and assist in preparing Statements of Advice (SOA), Records of Advice (ROA), and disclosure documents to ensure compliance and timely service.Key duties include handling client inquiries, coordinating meetings, maintaining client data in XPlan, monitoring revenue flows, and supporting regulatory processes.
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