Job Description
Bailiwick Lifestyle Financial Planners, a boutique adviser based in Newstead, Queensland, seeks a Client Services Officer to support advisers and help deliver high-quality client experiences. You will handle client administration, processing of advice documentation, and correspondence, while liaising with product providers and external stakeholders to ensure smooth service.
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The role offers exposure to a range of client matters, development opportunities, and a collaborative team setting that
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📌 Client Services Specialist - Financial Advice Support & Growth (Queensland)
🏢 Bailiwick Group
📍 Queensland
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