Hybrid Client Services Manager – Financial Planning (Melbourne)

Hybrid Client Services Manager – Financial Planning (Melbourne)

07 Aug
|
TownsendCobain - Private Wealth Partners
|
Melbourne

07 Aug

TownsendCobain - Private Wealth Partners

Melbourne

TownsendCobain - Private Wealth Partners in Melbourne is seeking a proactive Client Services Manager to join our boutique wealth advisory practice. You will support advisers and ensure a seamless, qualified client experience across the advice journey.

Working closely with the advice team, you will manage client relationships, coordinate implementation of recommendations, prepare documentation and maintain data integrity, while upholding compliance and the highest service standards.

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📌 Hybrid Client Services Manager – Financial Planning (Melbourne)
🏢 TownsendCobain - Private Wealth Partners
📍 Melbourne

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