Gamma Wealth Group, based on the Gold Coast, is seeking a Client Services Manager to ensure a seamless, professional client experience across the advice journey. You will oversee client services, advice implementation, and ongoing administration from Broadbeach, with CRM management and process improvements.
The role offers mentoring and growth within a team-oriented team. Key duties include preparing ROAs/SOAs, liaising with providers, and supporting advisers with meetings and documentation
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📌 Wealth Client Experience Manager (City of Gold Coast)
🏢 Gamma Wealth Group
📍 City of Gold Coast
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