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Client service specialist – exp wealth

Gold Coast
at
Posted: 22 January
Offer description

A financial planning firm is seeking an experienced Client Service Officer in Gold Coast to support financial advisers and manage client communications. The ideal candidate has 3+ years in financial planning with a strong skill in CRM systems. This role offers a busy, hands-on environment, with opportunities for growth, work-from-home options, and a supportive team culture. Regular team events and close proximity to public transport enhance the work experience.
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