Financial Planning Client Success Manager (Melbourne)

Financial Planning Client Success Manager (Melbourne)

22 Sep
|
Ivy Recruitment
|
Melbourne

22 Sep

Ivy Recruitment

Melbourne

Ivy Recruitment in Melbourne seeks an experienced CSM to support two principal advisors in a reputable financial planning firm near Melbourne. You will prepare correspondence, maintain client files and help implement advice.

This role offers mentoring, training and explicit career progression in a collaborative, client–focused culture. Salary is commensurate with experience and ranges from circa AUD 70k to AUD 100k, full-time office-based.

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📌 Financial Planning Client Success Manager (Melbourne)
🏢 Ivy Recruitment
📍 Melbourne

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