|Client Services Manager / Associate Adviser - Hybrid Role
|Melbourne, Victoria - Australia
|contact recruiter for details
|Employer Will Recruit From:
Excellent opportunity for a CSM / Associate Adviser looking to continue their career close to home and within a experienced and supportive environment
My client is a small boutique Financial Planning firm based in the South-Eastern Suburbs of Melbourne. They are looking for a candidate that is local to the area and someone who wants to get involved in the community.
The position is a hybrid Customer Service Manager / Associate Adviser type role; you will be the first point of contact for clients; so, experience dealing with HNW clients will be a big plus.
Experience in the financial planning sector is essential and my client is looking for someone who has completed the ADFP or nearly finished.
You will be responsible for:
To be successful for this position you will have/be:
This is a great opportunity for someone looking to work close to home and wanting to continue their career in a strong and supportive environment.
To register your interest in this position, please apply quoting reference 2415072 for a confidential discussion about your career.
Registered in Australia and New Zealand, the team at Robinson Executive have a combined 45 years of international recruitment experience and provide job, career, consulting services and access to talent in the areas of Financial Services, Customer Engagement, Sales & Digital, IT & Projects.
University - Bachelor's Degree/3-4 Year Degree
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