14 Oct
|
Keegan Adams Recruitment
|
Surry Hills
14 Oct
Keegan Adams Recruitment
Surry Hills
Job Description
Keegan Adams Recruitment in North Sydney, NSW is seeking a Client Service Officer to support Private Wealth Advisers and a sophisticated client base. You will provide administrative and client service support, manage onboarding, and help with investment documentation and transactions.
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You will liaise with clients, platforms and external providers, coordinate meetings, and maintain accurate records while ensuring compliance.
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📌 Private Wealth Client Experience Specialist (Surry Hills)
🏢 Keegan Adams Recruitment
📍 Surry Hills