Client Services Officer

An award-winning, independent financial advice and wealth management firm in inner city Melbourne is seeking a Client Services Officer to join their team. The firm is purpose-driven, with a reputation for excellence and a commitment to delivering exceptional outcomes for clients.

Role Overview

The Client Services Officer will manage daily operational tasks while ensuring high-quality client service. The role supports a culture of collaboration, trust, and continuous improvement, contributing directly to the firm's professional and client-focused environment.

Key Responsibilities

• Handle day-to-day operational and administrative tasks accurately and efficiently
• Provide proactive and responsive support to clients and internal teams
• Maintain strong communication with colleagues and clients to ensure seamless service
• Support continuous improvement init...