24 Sep
|
FS Recruitment Solutions
|
Port Phillip City
24 Sep
FS Recruitment Solutions
Port Phillip City
FS Recruitment Solutions is partnering with a well-established financial planning practice on St Kilda Road to recruit a Client Services Manager. In this role you will support experienced Financial Advisers, deliver high‑quality client service, and ensure the advice process runs efficiently and accurately. Responsibilities include preparing review packs, onboarding recent clients, managing portfolio transactions, and coordinating with platforms and product providers.
#J-18808-Ljbffr
📌 Client Services Manager: Wealth Management, Broad Role (Port Phillip City)
🏢 FS Recruitment Solutions
📍 Port Phillip City