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.
The role demands 4+ years in clientservices/operationsin financial planning, robust leadership, and a solid grasp of CRM management and regulatory requirements.
A finance-related degree is advantageous.
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📌 Client Services Leader: Elevate The Client Experience Perth (Australia)
🏢 Important Group
📍 Australia
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