Client Services Specialist - Financial Planning Support (Victoria)

Client Services Specialist - Financial Planning Support (Victoria)

21 Aug
|
Tribel
|
Victoria

21 Aug

Tribel

Victoria

Job Description

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.

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A proactive, detail-oriented professional with solid communication and organisational skills will thrive in this fast-paced environment and contribute to continuous

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📌 Client Services Specialist - Financial Planning Support (Victoria)
🏢 Tribel
📍 Victoria

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