Elston is seeking an experienced Client Service Officer to support our Private Wealth team in Brisbane. You will deliver exceptional client service and handle administrative tasks across client journeys, preparing documentation and assisting advisers with meetings.
Join a collaborative advisory group and help manage implementations, rollovers and ongoing service for clients, while maintaining accurate records in Xplan and supporting daily operations.
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Hybrid Private Wealth Client Services Officer in Brisbane employer: Elston
Elston is an exceptional employer for Wealth Protection Advisers, offering a supportive environment in Sydney where you can thrive in client relationships and professional growth. With dedicated paraplanning and administration teams, you can focus on delivering quality advice while benefiting from established referral networks and ongoing technical development opportunities. Join us to build a rewarding career centred around meaningful client interactions and collaboration with experienced professionals.
