Client Services Specialist, Financial Planning (Flexible Hours) in Brisbane

Client Services Specialist, Financial Planning (Flexible Hours) in Brisbane

Brisbane Full-Time On-site
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RecruitShop in Brisbane is seeking a motivated candidate to support a Financial Adviser and deliver exceptional client service. The role focuses on client administration, meeting coordination, and assisting with financial planning workflows in a collaborative, boutique practice.

Ideal applicants have 2+ years in finance-related customer service, strong communication, and a genuine interest in financial advice.

Client Services Specialist, Financial Planning (Flexible Hours) in Brisbane employer: RecruitShop

Our client is an exceptional employer, offering a unique opportunity to work within a well-established professional services firm in the heart of Sydney CBD. With a strong focus on employee growth and development, the company provides ongoing training and support, fostering a collaborative work culture that values accuracy and accountability. Employees enjoy a blend of family office and private client accounting, with genuine autonomy in their roles, making it a rewarding environment for those seeking meaningful and impactful work.

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Contact Details:

RecruitShop Recruitment Team