Gamma Wealth Group, based on the Gold Coast, is seeking a Client Services Manager to ensure a seamless, skilled client experience across the advice journey. You will oversee client services, advice implementation, and ongoing administration from Broadbeach, with CRM management and process improvements.
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The role offers mentoring and growth within a collaborative team. Key duties include preparing ROAs/SOAs, liaising with providers, and supporting advisers with meetings and documentation
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📌 Wealth Client Experience Manager (City of Gold Coast)
🏢 Gamma Wealth Group
📍 City of Gold Coast
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