Catalina Consultants in Brisbane is seeking a Client Services Officer to support Financial Advisers through the advice process. You’ll coordinate client administration, prepare advice documents and manage inquiries to ensure a seamless journey from initial engagement to implementation.
The role offers hybrid work (3 days onsite, 2 remote), training, and a genuine pathway into financial planning with a supportive team culture.
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📌 Hybrid Pathway: Client Services Officer to Financial Adviser (Brisbane City)
🏢 Catalina Consultants
📍 Brisbane City
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