Client Success Lead, Financial Planning (Melbourne)

Client Success Lead, Financial Planning (Melbourne)

31 Oct
|
Retirement & Pensioner Planning
|
Melbourne

31 Oct

Retirement & Pensioner Planning

Melbourne

Retirement & Pensioner Planning – Wheelers Hill VIC is seeking a passionate Client Services Manager to ensure a seamless client experience and to own the implementation of financial advice from recommendation to completion.

In this small, close-knit team you will build solid relationships with clients and Advisers, coordinate with platforms and product providers, and drive efficiencies while maintaining compliance and high-quality client records.

📌 Client Success Lead, Financial Planning (Melbourne)
🏢 Retirement & Pensioner Planning
📍 Melbourne

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