Private Wealth Client Services Specialist Brisbane Brisbane City (Australia)

Private Wealth Client Services Specialist Brisbane Brisbane City (Australia)

25 Sep
|
VISIS Private Wealth
|
Australia

25 Sep

VISIS Private Wealth

Australia

VISIS Private Wealth in Brisbane is seeking a dedicated Client Services Officer to join our growing team in Brisbane. This full time role focuses on delivering exceptional client support and seamless service delivery to our private wealth clients.

You will manage enquiries, coordinate meetings with financial planners, prepare client documents, and ensure accurate records in our client management systems, while upholding regulatory compliance and confidentiality.
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📌 Private Wealth Client Services Specialist Brisbane Brisbane City (Australia)
🏢 VISIS Private Wealth
📍 Australia

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