Are you an experienced Client Services Officer or CSM seeking a new and challenging opportunity in financial planning.
I am currently working with leading boutique and mid sized financial planning firms in the CBD, City Fringe and South/East suburbs which are looking for experienced and skilled Client Services professionals to join their teams.
These roles range from requiring 2 years of experience to 4-5+ years of experience for senior roles. Salaries circa $60k to $80k respectively based on experience.
Candidates will need to be RG146 compliant, Xplan proficient and ideally a Bachelor's degree combined with a minimum of 12-24 months of experience in a client services role within a financial planning environment.
Responsibilities will include supporting Advisors and providing high quality service to the business' predominantly HNW Clientele, implementation and maintaining client files using Xplan. Experience in basic SOA preparation is highly favoured.
If you are seeking a new opportunity and would like to work within a well regarded and progressive financial planning practice, these are some of Melbourne's leading businesses.