M Wealth, based in Norwood/Adelaide, seeks a senior Client Services Manager to lead client relationships and service delivery for a select panel of high-net-worth clients. You will coordinate documentation, respond to enquiries, and drive service excellence.
The role involves supervising and training staff, maintaining files, and coordinating client meetings to ensure outcomes meet regulatory and client expectations. A robust financial planning background is essential for success.
J-18808-Ljbffr
📌 Senior Client Services Manager Wealth Management Adelaide (Australia)
🏢 M Wealth
📍 Australia
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.