Client Services Lead — Hybrid, Finance Planning

vor 3 Wochen


City of Brisbane, Österreich Berritta Consulting Vollzeit

A boutique financial planning firm in Brisbane is seeking an experienced Client Services professional to work directly with the Director. This role involves managing client workflows, preparing meeting packs, and maintaining records in Xplan. The firm promotes a flexible hybrid work arrangement and values strong communication and a proactive client service approach. Competitive salary based on experience.#J-18808-Ljbffr


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