Client Services Specialist - Financial Planning (Hybrid) (Brisbane)

Client Services Specialist - Financial Planning (Hybrid) (Brisbane)

24 Aug
|
Traction
|
Brisbane

24 Aug

Traction

Brisbane

Job Description
Findex in Brisbane is seeking a motivated professional to join our client services team in a hybrid, full-time role. You will onboard current client accounts, prepare and implement advice documents, and keep client information accurate while liaising with financial institutions.
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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 collaborative environment.
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📌 Client Services Specialist - Financial Planning (Hybrid) (Brisbane)
🏢 Traction
📍 Brisbane

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