Wealth Advisory Client Experience Associate (Western Australia)

Wealth Advisory Client Experience Associate (Western Australia)

15 Sep
|
Shadforth Financial Group
|
Western Australia

15 Sep

Shadforth Financial Group

Western Australia

Shadforth Financial Group is seeking a Client Associate to join our team and support Private Wealth Advisers across the full advice lifecycle. You will deliver a seamless client experience from engagement through to implementation and ongoing service.

The role blends client service with technical support, requiring strong organisation, CRM proficiency (Xplan), and a proactive, solutions-focused mindset within a team-oriented team.

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📌 Wealth Advisory Client Experience Associate (Western Australia)
🏢 Shadforth Financial Group
📍 Western Australia

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