Client Services Lead — Financial Planning Support (Brisbane City)

Client Services Lead — Financial Planning Support (Brisbane City)

07 Aug
|
Berritta Consulting
|
Brisbane City

07 Aug

Berritta Consulting

Brisbane City

Berritta Consulting in Brisbane is seeking an experienced Client Services Qualified to join growing financial planning firms. You will work closely with Financial Advisers, owning the client journey from strategy through to implementation, ensuring a seamless, professional experience.

Key responsibilities include end-to-end implementation of advice, managing client communications, preparing documentation, and using Xplan or Fin365.

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📌 Client Services Lead — Financial Planning Support (Brisbane City)
🏢 Berritta Consulting
📍 Brisbane City

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