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Expat wealth client service specialist

Gold Coast
Atlas Wealth Management
Posted: 15 December
Offer description

A growing financial planning firm in Gold Coast is seeking a Client Service Officer to support Financial Advisers in delivering exceptional service to expatriate clients. The ideal candidate has a minimum of 3 years of experience, strong CRM skills, and thrives in a service-driven environment. The role includes managing client communications, coordinating reviews, and maintaining records. Benefits include a supportive team culture, work-from-home days, and time off for extra hours worked.
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