Client Services & Advice Implementation Specialist (Queensland)

05 Nov

Excel Wealth Group

Queensland

05 Nov

Excel Wealth Group

Queensland

Excel Wealth is seeking a Client Service Officer to support advisers and clients with the implementation of financial advice on investment and superannuation platforms.
You will handle post-implementation checks, client documentation, and ongoing administration in a fast-paced setting.
Ideally you have experience in financial planning and strong attention to detail, with the ability to work independently and prioritise tasks while maintaining high service standards.
#J-*****-Ljbffr

📌 Client Services & Advice Implementation Specialist (Queensland)
🏢 Excel Wealth Group
📍 Queensland

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