Wealth Management Client Services Specialist Brisbane (Australia)

Wealth Management Client Services Specialist Brisbane (Australia)

26 Sep
|
Important Business
|
Australia

26 Sep

Important Business

Australia

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 workplace, plus proficiency with XPlan and Microsoft Office, and solid organisational skills for prioritising competing tasks while ensuring compliance.
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📌 Wealth Management Client Services Specialist Brisbane (Australia)
🏢 Important Business
📍 Australia

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