Advance Recruitment Partners in North Sydney is seeking a skilled Client Services Manager to support a high-net-worth private wealth practice. You will play a pivotal role in interpreting SOAs/ROAs and coordinating implementation with experienced Financial Advisers.
This role is ideal for someone with hands-on client services within a Financial Planning setting, able to manage the full lifecycle of advice implementation and ongoing administration, including CRM and compliance records, with
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📌 Hybrid Client Services Manager – Private Wealth (New South Wales)
🏢 Advance Recruitment Partners
📍 New South Wales
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