Client Experience Manager – Boutique Financial Planning Sydney

Client Experience Manager – Boutique Financial Planning Sydney

26 Oct
|
Cartwright Jones
|
Sydney

26 Oct

Cartwright Jones

Sydney

Cartwright Jones is seeking a Client Service Manager to lead and optimise the client experience in a premium financial planning setting. You will work closely with advisers, manage end-to-end client service for a high-net-worth portfolio, and ensure onboarding and ongoing service excellence.

With a focus on process improvements and a cooperative culture, this role offers career development as the business grows and the chance to plant roots in a up-to-date Martin Place office.

📌 Client Experience Manager – Boutique Financial Planning Sydney
🏢 Cartwright Jones
📍 Sydney

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