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.
#J-*****-Ljbffr

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

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