Bailiwick Lifestyle Financial Planners, a boutique adviser based in Newstead, Queensland, seeks a Client Services Officer to support advisers and help deliver high-quality client experiences. You will handle client administration, processing of advice documentation, and correspondence, while liaising with product providers and external stakeholders to ensure smooth service.
The role offers exposure to a range of client matters, development opportunities, and a cooperative team environment that
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📌 Client Services Specialist – Financial Advice Support & Growth (Brisbane)
🏢 Bailiwick Group
📍 Brisbane
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