Keegan Adams Recruitment in North Sydney is seeking a Client Service Executive to support a leading Private Wealth team. You will liaise with high net worth clients on portfolio implementation and ongoing management, ensuring exceptional service and exact administration of financial planning needs.
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The role emphasizes compliance, relationship building with clients and providers, and accurate CRM data entry. A finance/business background with planning qualifications is preferred.
📌 Private Wealth Client Services Executive - Implementation (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales
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