FS Recruitment Solutions in Melbourne CBD is seeking a Client Services Officer to provide professional support to Financial Advisers and enhance client relationships.
The role involves portfolio valuations, liaising with fund managers, assisting with queries and ensuring Xplan is up-to-date for efficient service delivery. You will contribute to reviews, FD/Opt-ins and process improvements for a client-centric practice.
Hybrid Client Services Specialist – Wealth Advisory employer: FS Recruitment Solutions
Join a highly regarded, privately owned wealth management firm in Melbourne that champions independence and modern, technology-driven advice. With a strong focus on employee growth, you will receive structured mentoring and hands-on experience, allowing you to build meaningful client relationships while developing your technical expertise. The collaborative work culture fosters innovation and supports your journey to becoming a fully authorised adviser, making it an exceptional place for professionals seeking rewarding careers in finance.
