Company Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.

Role Overview As a Client Service Officer, you will play a key role in supporting the advice team with day-to-day implementation and client service delivery. This position is based in Melbourne’s Eastern Suburbs and offers the opportunity to work closely with advisers and leadership in a collaborative environment.

Key Responsibilities:

• Assist advisers with the implementation of financial advice strategies
• Prepare and process documentation for client portfolios
• Liaise with clients and product providers to ensure smooth execution
• Maintain accurate records and compliance standards
• Provide exceptional client servic...