Intralink Wealth Management in Melbourne seeks a client services qualified to support advisers and manage client relationships. You will engage with clients, handle inquiries, and ensure records across CRM, Class, and XPlan are accurate and up to date.
The role requires IT proficiency, attention to detail and a cooperative approach. Responsibilities include onboarding recent clients, supporting SMSF setup, assisting with procedures, and coordinating with accountants on tax queries.
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📌 Client Services Specialist – Crm & Portfolio Support Melbourne (Australia)
🏢 INTRALINK WEALTH MANAGEMENT
📍 Australia
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