Ivy Recruitment is assisting an accounting and advisory boutique in Melbourne's Inner East to find an experienced Client Services Manager. You will support a team of financial advisors, manage client files in Xplan, and handle advisory communications.
Hybrid work arrangement offered. 3+ years in client services within financial planning is preferred. The role emphasizes excellent client service, organisation, and strong communication.
Client Services Lead - Financial Planning (Hybrid) in Melbourne employer: Ivy Recruitment
Join a highly regarded firm that values inclusivity and teamwork, offering a supportive culture for its employees. As a Client Services Manager, you'll benefit from ongoing mentoring and professional development opportunities while working closely with experienced advisors to deliver exceptional service to high-net-worth clients. Located conveniently close to home, this role not only promises a rewarding career path but also a collaborative environment where your contributions are truly valued.
