Client Success Lead - Financial Planning Support (Canberra)

Client Success Lead - Financial Planning Support (Canberra)

19 Oct
|
AZ Services
|
Canberra

19 Oct

AZ Services

Canberra

Nestworth is expanding and seeks a Client Service Manager/Associate to join the Canberra Advice team. You will collaborate with Financial Advisers to deliver exceptional client service and support the growth of trusted relationships.

You will oversee onboarding and ongoing service, coordinate the offshore paraplanners and admin team, and ensure timely, compliant advice presentations to clients. Robust communication, attention to detail, and a proactive mindset are essential in our fast-paced

#J-18808-Ljbffr

📌 Client Success Lead - Financial Planning Support (Canberra)
🏢 AZ Services
📍 Canberra

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: client success lead - financial planning support (canberra) / canberra

Subscribe to this job alert:

Get the latest job offers by email for: client success lead - financial planning support (canberra) / canberra