Intralink Wealth Management in Melbourne seeks a client services professional to support advisers and manage client relationships. You will engage with clients, handle inquiries, and ensure records across CRM, Class, and XPlan are accurate and up to date.
n
The role requires IT proficiency, attention to detail and a cooperative approach. Responsibilities include onboarding new clients, supporting SMSF setup, assisting with procedures, and coordinating with accountants on tax queries.
#J-18808-Ljbffr
📌 Client Services Specialist - CRM & Portfolio Support (Victoria)
🏢 INTRALINK WEALTH MANAGEMENT
📍 Victoria
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.