Client Services Advisor - Financial Planning (Hybrid) (Melbourne)

Client Services Advisor - Financial Planning (Hybrid) (Melbourne)

14 Nov
|
Marsh Agency
|
Melbourne

14 Nov

Marsh Agency

Melbourne

Marsh in Melbourne is seeking a Client Services Officer to join the Client Service team in the People and Investments business. The role is hybrid, requiring at least three days a week in the office, and acts as a liaison between clients, financial advisers and support staff to ensure an outstanding client experience.

You will prepare financial planning documents, manage client schedules, handle compliance records, and support advisors with reviews.

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📌 Client Services Advisor - Financial Planning (Hybrid) (Melbourne)
🏢 Marsh Agency
📍 Melbourne

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