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.
n
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.
📌 Wealth Management Client Services Specialist (Brisbane) (Queensland)
🏢 Important Business
📍 Queensland
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.