Wealth Client Experience Manager City Of Gold Coast

Wealth Client Experience Manager City Of Gold Coast

25 Aug
|
Gamma Wealth Group
|
City of Gold Coast

25 Aug

Gamma Wealth Group

City of Gold Coast

Job Description

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 team-oriented 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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