Wealth Management: Client Service & Operations Specialist City Of Sydney

Wealth Management: Client Service & Operations Specialist City Of Sydney

22 Aug
|
Anton Murray Consulting
|
City of Sydney

22 Aug

Anton Murray Consulting

City of Sydney

Anton Murray Consulting is seeking a Client Service Manager in Australia to be the first point of contact for clients across account servicing, financial plans and investment portfolios. You will work with the financial advice team to enhance client experience and respond promptly to inquiries.

The role emphasizes relationship management, timely delivery of commitments, and collaboration across the firm, with preferred RG146 qualification and experience in adviser assistant/ paraplanning roles.
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📌 Wealth Management: Client Service & Operations Specialist City Of Sydney
🏢 Anton Murray Consulting
📍 City of Sydney

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