Findex in Brisbane is seeking a motivated skilled 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.
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 cooperative environment.
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📌 Client Services Specialist – Financial Planning Hybrid Brisbane City (Australia)
🏢 Traction
📍 Australia
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