Berritta Consulting in Brisbane is seeking an experienced Client Services Qualified to join growing financial planning firms. You will work closely with Financial Advisers, owning the client journey from strategy through to implementation, ensuring a seamless, qualified experience.
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Key responsibilities include end-to-end implementation of advice, managing client communications, preparing documentation, and using Xplan or Fin365.
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📌 Client Services Lead Financial Planning Support Queensland (Australia)
🏢 Berritta Consulting
📍 Australia
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