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.
n
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