Andersen Partnership in Richmond, Melbourne, is seeking a high-performing Client Services Officer for a financial advisory practice. You will serve as the operational backbone, coordinating between advisers, major wrap platforms, super funds and clients, and taking full ownership of the client journey after advice is delivered.
The successful candidate will demonstrate two-plus years of Australian practice experience, strong attention to detail, and a proactive approach to administration,
Client Services & Wealth Implementation Specialist in Richmond employer: Andersen Partnership
Join a leading Top 20 Accounting firm in the heart of Sydney CBD, where you can thrive in a collaborative and supportive environment. With a strong emphasis on work-life balance, ongoing professional development, and a diverse client portfolio, this firm offers an exceptional opportunity for growth and meaningful engagement in your audit career. Experience a culture that prioritises wellbeing and teamwork, making it an ideal place for professionals seeking both personal and professional fulfilment.