Godfrey Group Recruitment is seeking an experienced Client Service Manager for a Brisbane wealth management advisory firm. The role focuses on providing seamless support to Financial Advisers and clients, handling inquiries in person, by phone or email, and managing portfolio implementation.
The ideal candidate has 2–3 years in client service within financial planning, solid XPLAN knowledge, and solid MS Office skills.
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📌 Client Experience Lead Wealth Management Brisbane (Australia)
🏢 Godfrey Group Recruitment
📍 Australia
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