Job Description
3D Wealth is seeking a Client Services Manager to own the end-to-end client experience within a growing financial advice business in Australia. You will lead a dedicated team, shape service standards, and collaborate with advisers to deliver exceptional client outcomes.
n
The role demands 4+ years in client
services/operations
in financial planning, robust leadership, and a solid grasp of CRM management and regulatory requirements. A finance-related degree is advantageous.
#J-*****-Ljbffr
📌 Client Services Leader: Elevate The Client Experience (Perth)
🏢 Important Company of the Sector
📍 Perth
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.