16 Sep
|
Insignia Financial
|
Western Australia
16 Sep
Insignia Financial
Western Australia
Shadforth Financial Group is seeking a Client Associate to join our client service delivery model, combining relationship management with advice process support across the full lifecycle.
The role focuses on delivering a seamless client experience, coordinating meetings, data gathering, and documentation while supporting Private Wealth Advisers, SATs and central teams. Aiming for 2–4 years in financial planning or client service and familiarity with CRM systems like Xplan.
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📌 Client Success Associate — Wealth & Advisory (Western Australia)
🏢 Insignia Financial
📍 Western Australia