FS Recruitment Solutions is seeking an experienced Client Services Officer in Melbourne to support a financial planning practice. You will help implement advice, manage client administration and ensure compliance throughout the client lifecycle.
The role emphasizes strong client relationships, multitasking across priority items, and collaboration with Advisers and external stakeholders to deliver a seamless client experience. Flexible working is available after probation.
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Flexible Client Services Specialist - Financial Planning in Melbourne 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.
