Private Wealth Client Services Specialist Brisbane Queensland (Australia)

Private Wealth Client Services Specialist Brisbane Queensland (Australia)

26 Sep
|
Nameless
|
Australia

26 Sep

Nameless

Australia

Job Description
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.
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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 Queensland (Australia)
🏢 Nameless
📍 Australia

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