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

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

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

25 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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