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.
This role offers mentoring, training and transparent 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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