Financial Planning Client Success Manager Victoria

Financial Planning Client Success Manager Victoria

23 Sep
|
Ivy Recruitment
|
Victoria

23 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 explicit career progression in a cooperative, 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

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