Client Services Specialist – Financial Advice Support & Growth (Brisbane City)

Client Services Specialist – Financial Advice Support & Growth (Brisbane City)

19 Aug
|
Bailiwick Group
|
Brisbane City

19 Aug

Bailiwick Group

Brisbane City

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 team-oriented team environment that

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📌 Client Services Specialist – Financial Advice Support & Growth (Brisbane City)
🏢 Bailiwick Group
📍 Brisbane City

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