Hybrid Client Services Manager – Private Wealth (North Sydney)

Hybrid Client Services Manager – Private Wealth (North Sydney)

25 Sep
|
Advance Recruitment Partners
|
North Sydney

25 Sep

Advance Recruitment Partners

North Sydney

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 workplace, 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 (North Sydney)
🏢 Advance Recruitment Partners
📍 North Sydney

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