Remote Client Services Specialist
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Global BPO Solution Ltd. is seeking an experienced Client Services Officer to support Australian financial advisers with client administration, Xplan management, and life insurance applications.
This remote role requires at least 3 years in an Australian financial planning firm, hands-on Xplan experience, and excellent English communication. You will manage onboarding, reviews, and post-advice implementation across multiple client files.