Client Experience Manager, Financial Advisory Ops (New South Wales)

Client Experience Manager, Financial Advisory Ops (New South Wales)

08 Aug
|
Ambition Group
|
New South Wales

08 Aug

Ambition Group

New South Wales

Ambition Group in Sydney is seeking a Client Service Manager to support the Financial Adviser network in a fast-paced, high-volume setting.
This newly created role requires solid knowledge of the financial advice process, markets and product trends, with sharp attention to detail and the ability to prioritise under pressure.
You will lead onboarding, documentation, reporting and client servicing, manage corporate actions and settlements, and collaborate with internal stakeholders to drive
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📌 Client Experience Manager, Financial Advisory Ops (New South Wales)
🏢 Ambition Group
📍 New South Wales

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