OakView Financial is seeking a motivated Client Services Officer to join our Southport team on the Gold Coast. This full time hybrid role involves client administration, research and workflow activities, supporting our Financial Advisers and advisory team to deliver an excellent client experience.
You will manage client records, assist with review and advice preparation through to implementation and ongoing servicing, and collaborate with a supportive, learning-focused team to drive service
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📌 Client Services Specialist – Financial Planning (Hybrid) (City of Gold Coast)
🏢 OakView Financial
📍 City of Gold Coast
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