Client Services Manager: Wealth Management, Broad Role Melbourne (Australia)

Client Services Manager: Wealth Management, Broad Role Melbourne (Australia)

22 Sep
|
FS Recruitment Solutions
|
Australia

22 Sep

FS Recruitment Solutions

Australia

FS Recruitment Solutions is partnering with a well-established financial planning practice on St Kilda Road to recruit a Client Services Manager. In this role you will support experienced Financial Advisers, deliver high‑quality client service, and ensure the advice process runs efficiently and accurately.

Responsibilities include preparing review packs, onboarding recent clients, managing portfolio transactions, and coordinating with platforms and product providers.
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📌 Client Services Manager: Wealth Management, Broad Role Melbourne (Australia)
🏢 FS Recruitment Solutions
📍 Australia

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