Wealth Management Client Services Lead (City of Sydney)

Wealth Management Client Services Lead (City of Sydney)

06 Aug
|
Godfrey Group Recruitment
|
City of Sydney

06 Aug

Godfrey Group Recruitment

City of Sydney

Godfrey Group Recruitment, Sydney CBD NSW, is seeking an experienced Client Service Manager to join a close-knit team of financial professionals. You will support Financial Advisers with client service delivery and implement advice efficiently.

The role suits a self-motivated, process-driven individual with 2–3 years in client service within a financial planning firm, solid Xplan knowledge, and robust MS Office skills.

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📌 Wealth Management Client Services Lead (City of Sydney)
🏢 Godfrey Group Recruitment
📍 City of Sydney

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