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Senior client services lead - financial planning

Brisbane
Marsh And Mclennan Companies
Posted: 11 February
Offer description

A leading client service firm is seeking a talented individual for their Client Service team in Brisbane. This hybrid role involves serving as a primary contact for client inquiries, preparing financial documents, and supporting advisors. The ideal candidate has at least 2 years of experience in financial planning or wealth management, is proficient in Xplan and Salesforce, and possesses excellent communication skills. The company promotes professional development and a culture of diversity and inclusion.#J-18808-Ljbffr

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