07 Nov
|
McConachie Stedman Pty
|
Albion
07 Nov
McConachie Stedman Pty
Albion
McConachie Stedman Pty in Clayfield, QLD, seeks an experienced Client Services Officer to join our Financial Planning team. You’ll coordinate client services, support advisers and paraplanners, and ensure an exceptional client experience throughout the advice journey.
This role offers hybrid work with 1–2 days in the Clayfield office weekly. You’ll manage onboarding, schedule meetings, prepare documentation, and support compliance while building solid relationships with clients and product
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📌 Client Services Specialist - Financial Planning (Hybrid) (Albion)
🏢 McConachie Stedman Pty
📍 Albion