Hybrid Client Services Specialist – Wealth Advisory (Melbourne)

Hybrid Client Services Specialist – Wealth Advisory (Melbourne)

06 Aug
|
FS Recruitment Solutions
|
Melbourne

06 Aug

FS Recruitment Solutions

Melbourne

FS Recruitment Solutions in Melbourne CBD is seeking a Client Services Officer to provide skilled support to Financial Advisers and enhance client relationships.

The role involves portfolio valuations, liaising with fund managers, assisting with queries and ensuring Xplan is up-to-date for efficient service delivery. You will contribute to reviews, FD/Opt-ins and process improvements for a client-centric practice.

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📌 Hybrid Client Services Specialist – Wealth Advisory (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne

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