Actively looking for a Senior Client Services professional in financial planning.
I'm partnering with a boutique wealth firm to find a great CSA for their growing team. This isn't a stepping stone role, it's for someone who genuinely loves client service and wants to do it well, long term.
The firm works with high-net-worth, SMSF and insurance clients, and you'll be supporting a team of experienced advisers with a defined portfolio. No direct reports, just focused, autonomous work with a team that trusts you to get on with it.
WFH flexibility post-probation
What they're looking for:
* Experience in financial planning client services
* Polished, professional, and someone advisers trust in front of clients
* Initiative, energy, and real attention to detail
The team has strong tenure, a genuine culture, and there's real opportunity to make your mark as they work through a period of process improvement.
For more information, reach out to Zac Smith | 0466 310 409 zac.smith@perigongroup.com.au
#J-18808-Ljbffr