Client Services Leader: Elevate the Client Experience (Western Australia)

Client Services Leader: Elevate the Client Experience (Western Australia)

09 Aug
|
Important Group
|
Western Australia

09 Aug

Important Group

Western Australia

3D Wealth is seeking a Client Services Manager to own the end-to-end client experience within a growing financial advice business in Australia. You will lead a dedicated team, shape service standards, and collaborate with advisers to deliver exceptional client outcomes.

The role demands 4+ years in client services/operations in financial planning, solid leadership, and a solid grasp of CRM management and regulatory requirements. A finance-related degree is advantageous.

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📌 Client Services Leader: Elevate the Client Experience (Western Australia)
🏢 Important Group
📍 Western Australia

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