PSK Private Wealth is seeking a Client Relationship Manager to join our Sydney Head Office (CBD) on a full time basis. You will provide superior client service to Financial Advisers and support the delivery of client outcomes, working Mon-Fri 8:30am-5pm.
Key duties include being the first point of contact for client queries by phone, email or face-to-face; maintaining client files in XPLAN; assisting with pension, super, investment and insurance tasks; and collaborating with the team to meet
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📌 Sydney-based Client Relationship Manager (City of Sydney)
🏢 PSK Private Wealth
📍 City of Sydney
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