Client Services Specialist - Financial Planning

Client Services Specialist - Financial Planning

Full-Time On-site
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Infocus North QLD is seeking a motivated, self-driven individual to join our Mackay-based Client Services team. This full-time, permanent role supports our Financial Planners and offers a flexible approach to working hours to accommodate work/life commitments.

You will work in a small team, delivering high-quality administrative support, helping with client onboarding, documentation, and CRM data management, while ensuring professional client interactions and polished presentation.

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Client Services Specialist - Financial Planning employer: Infocus North QLD

Infocus North QLD offers a supportive work environment with flexible working hours to accommodate work/life commitments. Employees are part of a small, dedicated team that provides high-quality administrative support to Financial Planners, fostering professional growth and collaboration. The company is locally owned and has established itself as a leading advisory firm in the region, providing opportunities for motivated individuals to thrive in their careers.

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Contact Details:

Infocus North QLD Recruitment Team