We’re looking for an experienced Client Services Officer to join the team at Minchin Moore, working across our Mosman and Sydney CBD offices.
This is a excellent opportunity for someone with financial services experience who enjoys being at the heart of the advice process, working closely with advisers and helping deliver an exceptional experience for clients.
You’ll be joining a supportive, professional and values-led team where attention to detail, collaboration and quality really matter.
We’re looking for someone who brings:**
✔ ️ 3+ years’ experience in professional services, ideally within the Financial Services spac e ✔️ Xplan experien c e✔️ Familiarity with Macquarie and Panorama platfo r ms✔️ Excellent organisation and attention to de t ail✔️ A proactive, flexible app r **oach✔️ Confidence working closely with advisers and advice teams
If you’re looking for your next opportunity in private wealth and want to be part of a team that genuinely values professionalism, excellence and a great culture, we’d love to hear from you.
Co m e to grow your career with Minchin Moore.
#H i ring #ClientServices #FinancialServices #WealthMana g ement**