Wealth Management Client Services Lead (City of Sydney)

Wealth Management Client Services Lead (City of Sydney)

22 Aug
|
Ambition Recruitment
|
City of Sydney

22 Aug

Ambition Recruitment

City of Sydney

Ambition Recruitment in Sydney seeks a Client Service Manager to support the Financial Adviser network. The CSM is the backbone of adviser-client relationships in a high-volume, time-sensitive environment, requiring robust knowledge of the financial advice process, markets, and trends.

You will handle onboarding, documentation, corporate actions, settlements, and compliance while coordinating with internal teams. A finance degree and familiarity with AML/CTF, KYC, and FOFA are preferred.

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📌 Wealth Management Client Services Lead (City of Sydney)
🏢 Ambition Recruitment
📍 City of Sydney

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