Client Services Lead – Financial Planning (Melbourne)

Client Services Lead – Financial Planning (Melbourne)

31 Oct
|
Matthews Steer Accountants & Advisors
|
Melbourne

31 Oct

Matthews Steer Accountants & Advisors

Melbourne

Matthews Steer Accountants & Advisors in Essendon, Melbourne, is seeking a Client Services Officer for a one-year opportunity. You will work directly with clients, support the Financial Planning team, and help ensure exceptional service delivery.

The role involves client relationship management, administration support, onboarding and compliance, and transaction processing, offering exposure to every facet of the business and opportunities for growth opportunities.

📌 Client Services Lead – Financial Planning (Melbourne)
🏢 Matthews Steer Accountants & Advisors
📍 Melbourne

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