06 Aug
|
Andersen Partnership
|
Queensland
06 Aug
Andersen Partnership
Queensland
Andersen Partnership in Brisbane is seeking a Client Services Officer to support Financial Advisors and manage client needs within a wealth management setting.
You will prepare SOA/ROA documents, handle client queries, and ensure smooth operations of the advisory team.
Ideal candidates bring wealth management experience with high-net-worth clients, robust organizational and communication skills, and proficiency in XPlan and MS Office.
Diploma or degree is highly regarded.
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📌 Wealth Management Client Services Specialist (Queensland)
🏢 Andersen Partnership
📍 Queensland