Boutique Advisers Private Wealth is seeking a Client Manager to support our advisers and manage a portfolio of high-value clients in a quick-paced workplace. You will coordinate meetings, paperwork, and follow-up actions while maintaining meticulous client records and compliance.
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.
J-18808-Ljbffr
📌 Client Success & Experience Manager Western Australia
🏢 Boutique Advisers Pty
📍 Australia
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