Client Services Advisor - Financial Planning Support (Victoria)

Client Services Advisor - Financial Planning Support (Victoria)

26 Sep
|
FS Recruitment Solutions
|
Victoria

26 Sep

FS Recruitment Solutions

Victoria

Job Description
FS Recruitment Solutions is seeking a Client Services Officer for a Melbourne-based financial planning practice. You will support Advisers, manage client records, and handle inquiries to ensure a high level of service and client satisfaction.
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The role involves assisting with opening recent accounts, preparing files for reviews, diary management, and coordinating meetings with clients, accountants and solicitors. Prior financial planning experience and strong communication are essential.

📌 Client Services Advisor - Financial Planning Support (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria

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