Client Services Specialist Financial Planning Hybrid Queensland

Client Services Specialist Financial Planning Hybrid Queensland

25 Aug
|
Traction
|
Queensland

25 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 recent 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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