Client Services Specialist – Financial Planning Hybrid Brisbane

Client Services Specialist – Financial Planning Hybrid Brisbane

18 Aug
|
Traction
|
Brisbane

18 Aug

Traction

Brisbane

Findex in Brisbane is seeking a motivated qualified to join our client services team in a hybrid, full-time role.
You will onboard new client accounts, prepare and implement advice documents, and keep client information accurate while liaising with financial institutions.You will work closely with advisers and partners, ensuring timely delivery of investment tasks and client service excellence, with a focus on growth and learning in a team-oriented setting.
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📌 Client Services Specialist – Financial Planning Hybrid Brisbane
🏢 Traction
📍 Brisbane

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