Wealth Client Experience Manager Queensland (Australia)

Wealth Client Experience Manager Queensland (Australia)

14 Aug
|
Gamma Wealth Group
|
Australia

14 Aug

Gamma Wealth Group

Australia

Gamma Wealth Group, based on the Gold Coast, is seeking a Client Services Manager to ensure a seamless, qualified 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 cooperative 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 Queensland (Australia)
🏢 Gamma Wealth Group
📍 Australia

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