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, skilled experience.
Key responsibilities include end-to-end implementation of advice, managing client communications, preparing documentation, and using Xplan or Fin365.
J-*-Ljbffr
📌 Client Services Lead — Financial Planning Support Queensland
🏢 Berritta Consulting
📍 Queensland
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.