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 new accounts, preparing files for reviews, diary management, and coordinating meetings with clients, accountants and solicitors. Prior financial planning experience and robust communication are essential.
📌 Client Services Advisor – Financial Planning Support (Port Phillip City)
🏢 FS Recruitment Solutions
📍 Port Phillip City
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