Andersen Partnership in Brisbane is seeking a Client Services Officer to support Financial Advisors and manage client needs within a wealth management setting. You will prepare SOA/ROA documents, handle client queries, and ensure smooth operations of the advisory team.
Ideal candidates bring wealth management experience with high-net-worth clients, solid organizational and communication skills, and proficiency in XPlan and MS Office. Diploma or degree is highly regarded.
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📌 Wealth Management Client Services Specialist Brisbane City (Australia)
🏢 Andersen Partnership
📍 Australia
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