Client Services Manager
Profusion Group ·www.profusiongroup.com
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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:
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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 service and administrative support
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks and deadlines
- Excellent communication and client relationship skills
- Familiarity with financial planning processes and compliance
- Proficiency in Microsoft Office and CRM systems
- 1 day WFH after probation
- Free daily lunches
- Paid income protection and professional memberships
- Supportive, inclusive culture with career development opportunities
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
Frequently asked questions
Who is hiring for the Client Services Manager role?
Profusion Group is hiring for the Client Services Manager position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Services Manager job located?
The Client Services Manager role with Profusion Group is based in Melbourne, VIC, AU.
Is the Client Services Manager role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Client Services Manager role?
The Client Services Manager position is aimed at mid-level candidates.
How do I apply for the Client Services Manager role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.