Euroz Hartleys in Perth seeks a Client Services Administrator to support Private Wealth advisers, manage onboarding of current clients and maintain client profiles in Xplan within a Funds Under Management structure.
Join a collaborative team providing accurate reporting, timely settlement checks, and efficient data handling while delivering an exceptional client experience.
This role offers career growth in wealth management and exposure to high-net-worth clients within a leading Western Australian
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📌 Wealth Client Services Administrator: Path To Associate (Western Australia)
🏢 Euroz
📍 Western Australia
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