Client Services Specialist - Financial Advice Support (Brisbane City)

Client Services Specialist - Financial Advice Support (Brisbane City)

06 Aug
|
Profusion Group
|
Brisbane City

06 Aug

Profusion Group

Brisbane City

Profusion Group in Brisbane is seeking a detail-oriented client services professional with financial advice experience to support the advice team, manage day-to-day administration and enhance workflow efficiency.

You will schedule client appointments, process documentation, update client data in XPLAN and assist in implementing financial advice, contributing to a growing, client-centric firm with solid salary and benefits.

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📌 Client Services Specialist - Financial Advice Support (Brisbane City)
🏢 Profusion Group
📍 Brisbane City

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