Client Success Specialist – Financial Planning Victoria

Client Success Specialist – Financial Planning Victoria

22 Aug
|
Advance Recruitment Partners
|
Victoria

22 Aug

Advance Recruitment Partners

Victoria

Advance Recruitment Partners in Geelong, VIC, is seeking experienced Client Services Professionals to support growing financial planning firms. You will work closely with one or more Financial Advisers, taking ownership of the client journey from strategy through to implementation, delivering a seamless, qualified experience.
This end-to-end role requires solid organisational and communication skills, attention to detail and the ability to work autonomously.
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📌 Client Success Specialist – Financial Planning Victoria
🏢 Advance Recruitment Partners
📍 Victoria

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