Client Services Specialist - Financial Planning Support (Melbourne)

Client Services Specialist - Financial Planning Support (Melbourne)

09 Aug
|
Tribel
|
Melbourne

09 Aug

Tribel

Melbourne

Tribel in Melbourne is seeking a Client Services Officer to join a team-oriented team and focus on delivering exceptional client service to advisers and clients. You will act as a key contact, support advisers end-to-end, manage client documentation and milestones, prepare for meetings, and maintain accurate records across systems.

A proactive, detail-oriented professional with strong communication and organisational skills will thrive in this fast-paced environment and contribute to continuous

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📌 Client Services Specialist - Financial Planning Support (Melbourne)
🏢 Tribel
📍 Melbourne

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