23 Sep
|
Navigate Wealth
|
Sydney
23 Sep
Navigate Wealth
Sydney
Navigate Wealth in Sydney is seeking a Client Services Manager to be the key contact for our high-value clients, driving service excellence and annual reviews across super, investments, and insurance in a small, client-centric practice.
You will work with a thoughtful team, leverage Adviser Logic, enhance our CRM, ensure compliance, and have room to grow into practice management as the firm expands, with hybrid work options to support work-life balance.
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📌 Hybrid Client Services Manager - Wealth Planning (Sydney)
🏢 Navigate Wealth
📍 Sydney