Wealth Client Services Administrator: Path to Associate (City of Vincent)

Wealth Client Services Administrator: Path to Associate (City of Vincent)

11 Aug
|
Euroz
|
City of Vincent

11 Aug

Euroz

City of Vincent

Euroz Hartleys in Perth seeks a Client Services Administrator to support Private Wealth advisers, manage onboarding of new clients and maintain client profiles in Xplan within a Funds Under Management structure. Join a cooperative 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 (City of Vincent)
🏢 Euroz
📍 City of Vincent

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