Applied Wealth is seeking a senior Client Services Manager to own the administration and support the wider advice team in North Sydney. You will be the go-to for clients, manage reviews and fee renewals, and work closely with the Principal to ensure a smooth practice.
Ideal candidates will have 5+ years in financial planning client services, strong platform experience (Netwealth/BT Panorama/HUB24), and excellent communication and organisational skills. Versatile working options may be considered.
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📌 Senior Client Services Manager - Financial Planning (North Sydney Council)
🏢 Applied Wealth
📍 North Sydney Council
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