Client Relationship Professional

2 days ago


Melbourne, Victoria, Australia Forbes Fava Financial Planning Full time
Key Responsibilities
  • Assist financial advisers in preparing and implementing financial plans.
  • Maintain and strengthen client relationships through proactive communication and service.
  • Manage client inquiries and ensure a seamless client experience.
  • Conduct research and analysis to support financial recommendations.
The successful candidate will work closely with our financial advisers, supporting them in delivering outstanding client experiences while also developing technical knowledge and advisory skills.

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