Client Services Specialist - Financial Planning Support (Melbourne)

Client Services Specialist - Financial Planning Support (Melbourne)

08 Aug
|
Tribel
|
Melbourne

08 Aug

Tribel

Melbourne

Tribel in Melbourne is seeking a Client Services Officer to join a collaborative 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 setting and contribute to continuous
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📌 Client Services Specialist - Financial Planning Support (Melbourne)
🏢 Tribel
📍 Melbourne

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