Client Services Lead – Financial Planning Melbourne (Australia)

Client Services Lead – Financial Planning Melbourne (Australia)

01 Nov
|
Matthews Steer Accountants & Advisors
|
Australia

01 Nov

Matthews Steer Accountants & Advisors

Australia

Matthews Steer Accountants & Advisors in Essendon, Melbourne, is seeking a Client Services Officer for a one-year chance. 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.
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📌 Client Services Lead – Financial Planning Melbourne (Australia)
🏢 Matthews Steer Accountants & Advisors
📍 Australia

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