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Wealth services professional: key client liaison

Brisbane
beBeeClient
Posted: 7 December
Offer description

Financial services organizations in Brisbane are seeking professionals to assume key roles within their Wealth Division teams. This senior position involves providing high-level administrative support to ensure client satisfaction and compliance.


Key Responsibilities:

* Deliver exceptional client experiences through timely resolution of queries
* Collaborate with the Wealth Division team to drive operational efficiency and excellence

Given the demands of this position, successful candidates will possess at least 3 years of experience in a similar role, thorough knowledge of financial markets, and expertise with relevant software systems.


Essential Skills and Qualifications:

* Bachelor's degree in a related field such as finance, business administration, or accounting
* Proven track record of delivering high-quality results in fast-paced environments
* Exceptional communication and interpersonal skills
* Ability to maintain confidentiality and handle sensitive information

For those who thrive in dynamic, growth-oriented environments, this opportunity presents an excellent chance to take on new challenges and advance your career in the financial services sector.

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