Job Description
FS Recruitment Solutions is partnering with a long-established wealth management firm on St Kilda Road to recruit a Client Services Manager.
You'll work alongside seasoned Financial Advisers, ensuring smooth onboarding, review meetings, and efficient administration behind the scenes.
You will handle onboarding, portfolio changes, and regulatory documentation while maintaining high standards of accuracy and client service.
Solid knowledge of planning platforms and CRM systems is essential.
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📌 Wealth Management Client Services Lead (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria
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