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

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

24 Aug
|
Traction
|
Queensland

24 Aug

Traction

Queensland

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 new 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 team-oriented environment.
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📌 Client Services Specialist - Financial Planning (Hybrid) (Queensland)
🏢 Traction
📍 Queensland

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