Wealth Management Client Services Lead New South Wales (Australia)

Wealth Management Client Services Lead New South Wales (Australia)

07 Aug
|
Godfrey Group Recruitment
|
Australia

07 Aug

Godfrey Group Recruitment

Australia

Godfrey Group Recruitment, Sydney CBD NSW, is seeking an experienced Client Service Manager to join a close-knit team of financial specialists.
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 solid MS Office skills.
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📌 Wealth Management Client Services Lead New South Wales (Australia)
🏢 Godfrey Group Recruitment
📍 Australia

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