The Peak Partnership is seeking an experienced Client Service Officer to join our Upper Mount Gravatt practice, focusing on end-to-end implementation of financial advice across superannuation, investments and personal insurance. You will work closely with advisers and clients to deliver seamless, high-quality outcomes.
We value organization, attention to detail and the ability to manage competing priorities, with a minimum of three years in a financial planning CSO role and expert knowledge of
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📌 Senior CSO - End-to-End Financial Planning Implementation (Brisbane City)
🏢 The Peak Partnership
📍 Brisbane City
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