Client Services Specialist - Financial Planning (Hybrid) (Melbourne)

Client Services Specialist - Financial Planning (Hybrid) (Melbourne)

30 Oct
|
Marsh
|
Melbourne

30 Oct

Marsh

Melbourne

Marsh in Melbourne is seeking a Client Services Officer to be a vital link between clients, financial advisors and support staff, delivering outstanding service while ensuring compliance. The role is hybrid with at least three days a week in the office, offering hands-on experience in financial planning and a team-oriented team environment.

You will handle client inquiries, prepare planning documents, support advisors, and maintain records, contributing to efficient operations and client

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📌 Client Services Specialist - Financial Planning (Hybrid) (Melbourne)
🏢 Marsh
📍 Melbourne

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