Client Success & Experience Manager (Perth)

Client Success & Experience Manager (Perth)

27 Sep
|
Boutique Advisers Pty
|
Perth

27 Sep

Boutique Advisers Pty

Perth

Job Description

Boutique Advisers Private Wealth is seeking a Client Manager to support our advisers and manage a portfolio of high-value clients in a fast-paced workplace. You will coordinate meetings, paperwork, and follow-up actions while maintaining meticulous client records and compliance.

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You will work closely with advisers to deliver an exceptional client experience, liaising with providers and partners, and proactively identifying improvements to processes for efficiency and service quality.

📌 Client Success & Experience Manager (Perth)
🏢 Boutique Advisers Pty
📍 Perth

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