A global leader in risk and strategy is seeking a Client Services Manager in Brisbane to enhance the client experience. The role involves serving as a primary contact for client needs, managing compliance, and facilitating financial planning processes. Candidates should have a minimum of 2 years in financial planning or client services, proficiency in Xplan and Salesforce, and demonstrate excellent communication skills. This hybrid role requires in-office work three days a week, fostering collaboration and team interaction.
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