Wealth Management Client Services Lead Sydney

Wealth Management Client Services Lead Sydney

26 Aug
|
Ambition Recruitment
|
Sydney

26 Aug

Ambition Recruitment

Sydney

Job Description
Ambition Recruitment in Sydney seeks a Client Service Manager to support the Financial Adviser network. The CSM is the backbone of adviser-client relationships in a high-volume, time-sensitive workplace, requiring robust knowledge of the financial advice process, markets, and trends.
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You will handle onboarding, documentation, corporate actions, settlements, and compliance while coordinating with internal teams. A finance degree and familiarity with AML/CTF, KYC, and FOFA are preferred.
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📌 Wealth Management Client Services Lead Sydney
🏢 Ambition Recruitment
📍 Sydney

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