Senior Client Services Manager (North Sydney)

Senior Client Services Manager (North Sydney)

21 Oct
|
Applied Wealth
|
North Sydney

21 Oct

Applied Wealth

North Sydney

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, robust platform experience (Netwealth/BT Panorama/HUB24), and excellent communication and organisational skills. Flexible working options may be considered.

📌 Senior Client Services Manager (North Sydney)
🏢 Applied Wealth
📍 North Sydney

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