Godfrey Group Recruitment is seeking an experienced Client Service Manager for a wealth management advisory firm in Sydney. You will support Financial Advisers with seamless client service, manage implementation of advice, and maintain client data.
Ideal candidates have 2-3 years in client service within financial planning, strong Xplan knowledge, and excellent communication. This permanent, in office role offers growth within a close-knit team and a focus on service quality.
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📌 Client Experience Manager - Financial Planning (Sydney)
🏢 Godfrey Group Recruitment
📍 Sydney
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