Marsh in Melbourne is seeking a Client Services Officer to be a vital link between clients, financial advisors and support staff, delivering outstanding service while ensuring compliance. The role is hybrid with at least three days a week in the office, offering hands-on experience in financial planning and a collaborative team environment.
You will handle client inquiries, prepare planning documents, support advisors, and maintain records, contributing to efficient operations and client
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Client Services Specialist - Financial Planning (Hybrid) in Melbourne employer: Marsh
Marsh is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture in its Sydney and Melbourne offices. With a commitment to hybrid work, employees enjoy the flexibility of remote work while benefiting from collaborative in-office experiences, all within a global organisation that values diversity and offers numerous career advancement opportunities.
