26 Aug
|
FS Recruitment Solutions
|
Victoria
26 Aug
FS Recruitment Solutions
Victoria
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 effective administration behind the scenes.
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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