Navigate Wealth in Sydney is seeking a Client Services Manager to be the key contact for our high-value clients, coordinating service across super, investments, and insurance.
You will collaborate with a thoughtful team, leverage Adviser Logic, and enhance our CRM while ensuring compliance. This hybrid role offers growth into practice management as the firm expands, supporting work-life balance.
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📌 Wealth Client Services Manager Hybrid & Growth Sydney
🏢 Navigate Wealth
📍 Sydney
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