Private Advertiser in Brisbane CBD is seeking a Client Services Officer to join our wealth management team. You will be the primary contact for private and corporate clients, delivering professional service and supporting advisers with reports and documentation.
This full time role requires 2+ years in a client-facing financial services environment, plus proficiency with XPlan and Microsoft Office, and strong organisational skills for prioritising competing tasks while ensuring compliance.
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📌 Wealth Management Client Services Specialist (Brisbane) (Brisbane City)
🏢 Leading
📍 Brisbane City
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