Client Services Advisor – Financial Planning Support Melbourne (Australia)

Client Services Advisor – Financial Planning Support Melbourne (Australia)

27 Sep
|
FS Recruitment Solutions
|
Australia

27 Sep

FS Recruitment Solutions

Australia

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.

The role involves assisting with opening current accounts, preparing files for reviews, diary management, and coordinating meetings with clients, accountants and solicitors. Prior financial planning experience and robust communication are essential.
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📌 Client Services Advisor – Financial Planning Support Melbourne (Australia)
🏢 FS Recruitment Solutions
📍 Australia

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