Client Services Lead Financial Planning Hybrid Victoria

Client Services Lead Financial Planning Hybrid Victoria

22 Aug
|
Ivy Recruitment
|
Victoria

22 Aug

Ivy Recruitment

Victoria

Job Description

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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