06 Nov
|
TMS Private Wealth
|
Manly
06 Nov
TMS Private Wealth
Manly
We're hiring: Client Service Officer – Manly
What you'll be doing:
- Processing transactions and new accounts on Netwealth, HUB24 and other wraps
- Managing client applications, KYC and record updates
- Preparing fee consents and ongoing fee renewals
- Supporting advisers with review prep and follow-ups
- Being a friendly first point of contact for our clients
What we're looking for:
- Admin or CSA experience in wealth or with a platform provider (essential)
- Hands-on Netwealth and/or HUB24 experience (highly regarded)
- Fin365 experience a bonus, but not essential
- Robust attention to detail and a genuine client-first attitude
What's on offer:
- Room to grow your career
- Work on the Northern Beaches
- #WealthManagement #FinancialPlanning #ClientService #HUB24 #Netwealth #SydneyJobs #NorthernBeaches #Hiring
📌 Client Services Associate (Manly)
🏢 TMS Private Wealth
📍 Manly