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 accurate administration of financial planning needs.
The role emphasizes compliance, relationship building with clients and providers, and accurate CRM data entry. A finance/business background with planning qualifications is preferred.
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📌 Private Wealth Client Services Executive – Implementation New South Wales
🏢 Keegan Adams Recruitment
📍 New South Wales
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