Client Services Associate – Financial Planning (Melbourne)

Client Services Associate – Financial Planning (Melbourne)

29 Oct
|
Slade Group
|
Melbourne

29 Oct

Slade Group

Melbourne

Marsh in Melbourne seeks a Client Services Officer to join our People and Investments team.
The role acts as a crucial link between clients, financial advisors and support staff, handling service tasks, documents, schedules and compliance to ensure an outstanding client experience.
Ideal candidates will have a strong interest in financial planning, familiarity with XPLAN/Salesforce and MS Office, and a willingness to grow within a collaborative workplace.
#J-*****-Ljbffr

📌 Client Services Associate – Financial Planning (Melbourne)
🏢 Slade Group
📍 Melbourne

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