Client Services Officer

28th February, 2024 Melbourne CBD location Opportunity for professional development and career growth Organisation that encourages and celebrates innovation About the company Our client is an established financial planning and wealth management firm, who specialise in assisting affluent professionals and retirees by providing complex financial advice to make a positive difference to their client’s financial well-being.The organisation encourages a collaborative team culture, with a focus on employee development. About the role Our client is seeking Client Services professional to join the organisation at their bright, modern office, located in Melbourne’s CBD.The role focuses on the implementation of quality financial and wealth advice, working with a team of highly experience professionals to positively assist in the financial well-being of their clients. Key responsibilities Consistently demonstrate an innovative mindset Contribute to the implementation of advice strategies Maintain positive client relationships and assist in managing client queries Organise in person and virtual client meetings Identify… Click here to view more detail / apply for Client Services Officer