Client Experience Specialist Financial Planning Admin Melbourne (Australia)

Client Experience Specialist Financial Planning Admin Melbourne (Australia)

03 Aug
|
Focus Partners Australia & Escala Partners
|
Australia

03 Aug

Focus Partners Australia & Escala Partners

Australia

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 (Australia)
🏢 Focus Partners Australia & Escala Partners
📍 Australia

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