Wealth Client Services Manager (Hybrid & Growth) (New South Wales)

Wealth Client Services Manager (Hybrid & Growth) (New South Wales)

29 Sep
|
Navigate Wealth
|
New South Wales

29 Sep

Navigate Wealth

New South Wales

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.
#J-*****-Ljbffr

📌 Wealth Client Services Manager (Hybrid & Growth) (New South Wales)
🏢 Navigate Wealth
📍 New South Wales

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