Client Services & Wealth Implementation Specialist (City of Yarra)

Client Services & Wealth Implementation Specialist (City of Yarra)

09 Aug
|
Andersen Partnership
|
City of Yarra

09 Aug

Andersen Partnership

City of Yarra

Andersen Partnership in Richmond, Melbourne, is seeking a high-performing Client Services Officer for a financial advisory practice. You will serve as the operational backbone, coordinating between advisers, major wrap platforms, super funds and clients, and taking full ownership of the client journey after advice is delivered.

The successful candidate will demonstrate two-plus years of Australian practice experience, solid attention to detail, and a proactive approach to administration,

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📌 Client Services & Wealth Implementation Specialist (City of Yarra)
🏢 Andersen Partnership
📍 City of Yarra

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