06 Aug
|
Berritta Consulting
|
Melbourne
06 Aug
Berritta Consulting
Melbourne
Berritta Consulting is seeking a Client Services Officer or Client Services Manager to join a growing financial planning team in Melbourne. You will support advisers and clients across the financial planning process, with explicit long-term career progression and opportunities to move into Adviser, Operations, or Senior CS leadership roles.
The role offers exposure to all areas of financial planning, with a focus on client communications, documentation, and maintaining compliant records, supported
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📌 Client Services Pro: Path to Adviser or Operations (Melbourne)
🏢 Berritta Consulting
📍 Melbourne