Wealth Client Services Manager — Lead & Optimize Team (Victoria)

Wealth Client Services Manager — Lead & Optimize Team (Victoria)

01 Nov
|
Ashfords Accountants & Advisory
|
Victoria

01 Nov

Ashfords Accountants & Advisory

Victoria

Ashfords Accountants & Advisory in Dandenong, VIC, seeks an experienced Client Services Manager to lead our Client Services Administration team within Wealth.
Reporting to the Wealth Manager, you will streamline workflows, oversee onboarding, advice implementation and ongoing service, and drive efficiency across the practice.You will mentor staff, collaborate with advisers and the Partner, and ensure high-quality client outcomes while maintaining compliance and risk controls in a growing
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📌 Wealth Client Services Manager — Lead & Optimize Team (Victoria)
🏢 Ashfords Accountants & Advisory
📍 Victoria

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