Ivy Recruitment is assisting an accounting and advisory boutique in Melbourne's Inner East to find an experienced Client Services Manager. You will support a team of financial advisors, manage client files in Xplan, and handle advisory communications.
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Hybrid work arrangement offered. 3+ years in client services within financial planning is preferred. The role emphasizes excellent client service, organisation, and solid communication.
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📌 Client Services Lead - Financial Planning (Hybrid) (Victoria)
🏢 Ivy Recruitment
📍 Victoria
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