Candor Recruitment is seeking a Client Service Manager to support advisers and UHNW clients within an established investment management firm. This role focuses on high-quality client service, account openings, and regulatory compliance while maintaining effective workflows.
You will manage queries, documentation, and diary planning, using platforms such as Netwealth, Praemium and IRESS. Hybrid working model available, with strong emphasis on client outcomes and collaboration with external
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📌 UHNW Client Service Lead - Wholesale Finance | Hybrid (Melbourne)
🏢 CANDOR Recruitment
📍 Melbourne
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