Wealth Management Client Services Specialist (Perth)

Wealth Management Client Services Specialist (Perth)

04 Nov
|
Chandler Macleod
|
Perth

04 Nov

Chandler Macleod

Perth

Chandler Macleod is recruiting for a Client Services Officer/Manager in wealth management. The role supports Senior Financial Advisors and Directors, handling client enquiries, onboarding, and research to ensure a premium client experience for high-net-worth clients. You will work in a modern Perth CBD office with a collaborative team and adaptable arrangements. Experience in Financial Planning or Wealth Management is valued, with Xplan familiarity preferred.

📌 Wealth Management Client Services Specialist (Perth)
🏢 Chandler Macleod
📍 Perth

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