16 Oct
|
FS Recruitment Solutions
|
Melbourne
16 Oct
FS Recruitment Solutions
Melbourne
FS Recruitment Solutions partners with a Melbourne-based national Financial Planning firm to hire a Client Services Manager/Associate. The role supports advisers, handles client tasks, and contributes to team productivity across wholesale and charitable funds.
Responsibilities include client management, account opening paperwork, maintaining records, recording notes, answering queries, and coordinating meetings with clients, accountants and lawyers.
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📌 Client Services Manager - Hybrid, Mentorship & Growth (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne