Financial Planning Client Services Specialist in Melbourne

Financial Planning Client Services Specialist in Melbourne

Melbourne Full-Time On-site
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RSM Australia is seeking a Client Services Officer in Melbourne to support our Financial Planning professionals and maintain trusted client relationships. You will manage enquiries, coordinate processes, and ensure accurate financial data across planning systems.

This role offers a collaborative, client-focused environment within a leading professional services firm and opportunities for career growth in financial services.

Financial Planning Client Services Specialist in Melbourne employer: RSM US LLP

RSM Australia is an exceptional employer located in the vibrant city of Perth, offering a dynamic work culture that prioritises collaboration and professional growth. As an Assistant Manager, you will benefit from comprehensive mentorship opportunities, a strong focus on client relationships, and the chance to lead impactful projects within a supportive team environment. With a commitment to delivering high-quality advisory services, RSM fosters an atmosphere where your contributions are valued and your career can flourish.

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Contact Details:

RSM US LLP Recruitment Team