Senior Client Service & Workflow Manager (Sydney)

Senior Client Service & Workflow Manager (Sydney)

29 Sep
|
Fiducian Financial Services
|
Sydney

29 Sep

Fiducian Financial Services

Sydney

Fiducian Financial Services in Sydney is seeking a Senior Client Service Manager to lead client and adviser workflow using Todoist and implement recommended strategies. You will coordinate reviews and meetings with existing clients and third parties.

In this role, you will manage bookings, draft and send Ongoing Service Agreements and invoices, and ensure timely sign-offs with HQ. You will maintain accurate client folders and support the advisory team to deliver high-quality service.

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📌 Senior Client Service & Workflow Manager (Sydney)
🏢 Fiducian Financial Services
📍 Sydney

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