02 Aug
|
Focus Partners Australia & Escala Partners
|
Melbourne
02 Aug
Focus Partners Australia & Escala Partners
Melbourne
Focus Partners Australia in Melbourne seeks a Client Service Officer to support Financial Advisers, manage client administration and coordinate advice implementation with accuracy and compliance. You will liaise with clients, advisers, providers and external organisations to deliver timely outcomes.
The role involves maintaining client records, supporting implementation workflows across platforms, and providing reception support during peak periods.
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📌 Client Experience Specialist - Financial Planning Admin (Melbourne)
🏢 Focus Partners Australia & Escala Partners
📍 Melbourne