Client Services Manager: Wealth Management, Broad Role (Victoria)

Client Services Manager: Wealth Management, Broad Role (Victoria)

21 Sep
|
FS Recruitment Solutions
|
Victoria

21 Sep

FS Recruitment Solutions

Victoria

Job Description
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.
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Responsibilities include preparing review packs, onboarding recent clients, managing portfolio transactions, and coordinating with platforms and product providers.

📌 Client Services Manager: Wealth Management, Broad Role (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria

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