Client Experience Manager, Financial Advisory Ops (New South Wales)

Client Experience Manager, Financial Advisory Ops (New South Wales)

21 Aug
|
Ambition Group
|
New South Wales

21 Aug

Ambition Group

New South Wales

Job Description

Ambition Group in Sydney is seeking a Client Service Manager to support the Financial Adviser network in a quick-paced, high-volume environment. This newly created role requires solid knowledge of the financial advice process, markets and product trends, with sharp attention to detail and the ability to prioritise under pressure.

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You will lead onboarding, documentation, reporting and client servicing, manage corporate actions and settlements, and collaborate with internal stakeholders to drive

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📌 Client Experience Manager, Financial Advisory Ops (New South Wales)
🏢 Ambition Group
📍 New South Wales

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