Client Relationship Manager: Path to Practice Manager (New South Wales)

Client Relationship Manager: Path to Practice Manager (New South Wales)

26 Sep
|
James Hayes- Financial Planner
|
New South Wales

26 Sep

James Hayes- Financial Planner

New South Wales

Job Description

James Hayes- Financial Planner in Caringbah seeks a Client Relationship Manager who will own client relationships end to end, from onboarding to post‑meeting follow‑ups, working directly with the principal adviser to grow the practice.

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You are highly organised, client‑facing and tech‑savvy, with a view to expanding into workflow and practice‑management as the firm grows to multiple advisers and locations.

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📌 Client Relationship Manager: Path to Practice Manager (New South Wales)
🏢 James Hayes- Financial Planner
📍 New South Wales

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