Client Services Lead β€” Financial Planning

Client Services Lead β€” Financial Planning

Full-Time On-site
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Seek is seeking a Client Service Manager/Officer in Brisbane CBD for a flexible full-time or part-time role. The position offers a competitive salary and exposure to complex wealth management strategies, including SMSFs, retirement planning, and estate planning.

You will coordinate advice implementation and manage client relationships to deliver exceptional service. Ideal candidates have 2+ years in client services within financial planning, strong communication, and an interest in building a

Client Services Lead β€” Financial Planning employer: seek.com.au

Join a dynamic boutique Chartered Accountancy firm located in the heart of the CBD, where you will thrive in a supportive work culture that values professional growth and flexibility. With opportunities to engage in diverse accounting, taxation, and advisory projects, you'll benefit from ongoing training and the ability to work remotely after your initial onboarding. This is an excellent opportunity for those looking to advance their careers while enjoying a balanced work-life environment.

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Contact Details:

seek.com.au Recruitment Team