Client Experience Specialist (Melbourne)

Client Experience Specialist (Melbourne)

31 Oct
|
Retirement & Pensioner Planning
|
Melbourne

31 Oct

Retirement & Pensioner Planning

Melbourne

Retirement & Pensioner Planning – Wheelers Hill VIC is seeking a Client Services Officer to support the delivery of holistic financial planning services. You will act as the operational link between clients, financial advisers and accountants, coordinating information, communications and documentation to ensure a seamless client experience from enquiry through implementation and ongoing service.

The role blends client service, administration, compliance support and workflow management across

📌 Client Experience Specialist (Melbourne)
🏢 Retirement & Pensioner Planning
📍 Melbourne

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