Wealth Client Services Coordinator (Brisbane) (Brisbane City)

Wealth Client Services Coordinator (Brisbane) (Brisbane City)

20 Sep
|
Findex
|
Brisbane City

20 Sep

Findex

Brisbane City

Findex in Brisbane is seeking a motivated, client-focused person to join our Wealth Client Services team on a 12-month max-term contract, based in our Brisbane office. You will support Financial Advisers by keeping client portfolios accurate, appointments on track, and the office running smoothly, with reception duties as part of the mix.

You will deliver quality service, prepare reconciled client review reporting, liaise with fund managers, and manage bookings and data entry.

#J-18808-Ljbffr

📌 Wealth Client Services Coordinator (Brisbane) (Brisbane City)
🏢 Findex
📍 Brisbane City

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