Client Services Specialist - Financial Planning

Client Services Specialist - Financial Planning

Infocus North QLD | Mackay Regional, Queensland, AU

Posted 21 days ago

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Description

Infocus North QLD is seeking a motivated, self-driven individual to join our Mackay-based Client Services team. This full-time, permanent role supports our Financial Planners and offers a flexible approach to working hours to accommodate work/life commitments.

You will work in a small team, delivering high-quality administrative support, helping with client onboarding, documentation, and CRM data management, while ensuring professional client interactions and polished presentation.


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