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Client Services Manager

Randstad - Melbourne, VIC

Banking & Finance
Source: uWorkin

Source: uWorkin


This client is a well established boutique practice based in the inner suburbs of Melbourne. The business is an accounting practice with an attached financial advice business. You will be working closely with two Senior Financial Advisers.


- Be the first point of contact of clients for general queries or follow ups about their plans

- Conduct research and implementation of advice

- Work closely with the two senior advisers on their day to day tasks including administration

About the candidate:

- The successful candidate would have experience working in a boutique financial planning practice

- Experience with Xplan and Xtools highly preferable but not necessary

- Experience with conducting research and implementation within financial planning

- Strong customer service and relationship building skills

This role is ideal for a career client services officer who is looking for a long term position.

Sounds like you? Click on Apply Now button or email geraldine.libatique@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.


client services, RG146, administration, financial planning, research, implementation,




Secondary School/High School