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 up-to-date Perth CBD office with a collaborative team and flexible arrangements. Experience in Financial Planning or Wealth Management is valued, with Xplan familiarity preferred.
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📌 Wealth Management Client Services Specialist (Hybrid) (Western Australia)
🏢 Chandler Macleod
📍 Western Australia
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