Hybrid Client Services Specialist - Wealth Advisory (Victoria)

Hybrid Client Services Specialist - Wealth Advisory (Victoria)

21 Aug
|
FS Recruitment Solutions
|
Victoria

21 Aug

FS Recruitment Solutions

Victoria

Job Description

FS Recruitment Solutions in Melbourne CBD is seeking a Client Services Officer to provide qualified support to Financial Advisers and enhance client relationships.

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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.

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📌 Hybrid Client Services Specialist - Wealth Advisory (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria

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