Senior CSO/Associate

 
About the role
This is an exciting opportunity for an experienced Senior Client Services Officer or Associate to join a leading wealth management firm based in Brisbane CBD. You will work closely with a team of advisers across investment and holistic advice, playing a key role in both client-facing and technical support functions.

This role is ideal for someone who is confident in a senior CSO capacity and is keen to be more involved in a client advisory support role, including attending client meetings and contributing to strategy discussions. There is also a clear pathway towards PY for those looking to progress to an adviser.

• Attending client meetings alongside advisers and supporting advice discussions 
• Assisting in the development and implementation of financial strategies
• Preparing and managing advice documentation and implementation workflows
• Coordinating and booking client meetings acros...