Daniels Recruitment is assisting a local wealth management firm to find a Client Services Administrator. This full time role focuses on providing admin support to financial planners and maintaining excellent client relations.
The ideal candidate will have at least two years in a Financial Planning/Wealth Management environment, strong MS Office skills, and experience with Xplan. There is potential for growth within a collaborative team and supportive management.
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📌 Wealth Management Client Services Specialist (New South Wales)
🏢 Daniels Recruitment
📍 New South Wales
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