Wealth Advisory Client Experience Associate Western Australia

Wealth Advisory Client Experience Associate Western Australia

07 Oct
|
Shadforth Financial Group
|
Australia

07 Oct

Shadforth Financial Group

Australia

Shadforth Financial Group is seeking a Client Associate to join our team and support Private Wealth Advisers across the full advice lifecycle.
You will deliver a seamless client experience from engagement through to implementation and ongoing service.The role blends client service with technical support, requiring robust organisation, CRM proficiency (Xplan), and a proactive, solutions-focused mindset within a team-oriented team.
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📌 Wealth Advisory Client Experience Associate Western Australia
🏢 Shadforth Financial Group
📍 Australia

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