Wealth Management Client Services Specialist Brisbane Brisbane City

Wealth Management Client Services Specialist Brisbane Brisbane City

22 Sep
|
Recognized
|
Brisbane

22 Sep

Recognized

Brisbane

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 skilled 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 robust organisational skills for prioritising competing tasks while ensuring compliance.
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📌 Wealth Management Client Services Specialist Brisbane Brisbane City
🏢 Recognized
📍 Brisbane

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