22 Sep
|
Ivy Recruitment
|
Victoria
22 Sep
Ivy Recruitment
Victoria
Job Description
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.
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This role offers mentoring, training and clear 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.
📌 Financial Planning Client Success Manager (Victoria)
🏢 Ivy Recruitment
📍 Victoria