Wealth Advisory Client Experience Associate (Perth)

Wealth Advisory Client Experience Associate (Perth)

15 Sep
|
Shadforth Financial Group
|
Perth

15 Sep

Shadforth Financial Group

Perth

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

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

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