Client Services Manager Boutique Financial Planning New South Wales

Client Services Manager Boutique Financial Planning New South Wales

26 Sep
|
seek.com.au
|
New South Wales

26 Sep

seek.com.au

New South Wales

Job Description

Benwest is seeking a proactive Client Services Manager to support the Director and Financial Advisers in delivering a high-quality client experience. This full time role is based in Norwest, NSW, and involves managing client records, fee agreements, and coordination of advice implementations.

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You will work closely with the Principal Adviser and team, building relationships and handling multiple priorities in a rapid-paced workplace.
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📌 Client Services Manager Boutique Financial Planning New South Wales
🏢 seek.com.au
📍 New South Wales

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