Senior Client Services Officer

If you love working closely with clients, thrive in a team environment, and want to build a career in financial planning, this could be the role for you! This is a full-time, permanent position based in Melbourne, with hybrid working (3 days in the office). What you'll be doing Helping onboard new client accounts, preparing and implementing advice documents, and keeping client information accurate and up to date. Managing the practical side of investments - checking asset transfers, processing …