Client Services Specialist - Financial Advice Support (Brisbane)

Client Services Specialist - Financial Advice Support (Brisbane)

05 Aug
|
Profusion Group
|
Brisbane

05 Aug

Profusion Group

Brisbane

Profusion Group in Brisbane is seeking a detail-oriented client services qualified 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 strong salary and benefits.
#J-*****-Ljbffr

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

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