Client Service Lead – Financial Planning (Brisbane)

Client Service Lead – Financial Planning (Brisbane)

14 Aug
|
Goals and Dreams Financial Planning
|
Brisbane

14 Aug

Goals and Dreams Financial Planning

Brisbane

Inspirit Advisory in Chermside, QLD is seeking a Client Service Manager who values people-first financial guidance. You will support advisers, coordinate implementation of recommendations, and maintain high-quality client records with a focus on accuracy and empathy.
We're a small, growing, women-led practice that rewards initiative, thoroughness and warm communication. Experience or interest in financial planning and CRM platforms like Xplan is a plus as we build lasting client relationships.
#J-*****-Ljbffr

📌 Client Service Lead – Financial Planning (Brisbane)
🏢 Goals and Dreams Financial Planning
📍 Brisbane

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