Inspirit Advisory in Chermside, QLD is seeking a Client Service Manager who values people-first financial guidance. You will support advisers, coordinate implementation of recommendations, and maintain high-quality client records with a focus on accuracy and empathy.
We're a small, growing, women-led practice that rewards initiative, thoroughness and warm communication. Experience or interest in financial planning and CRM platforms like Xplan is a plus as we build lasting client relationships.
Contact Details:
Goals and Dreams Financial Planning Recruitment Team
