Pathfinder Recruitment is seeking a skilled Client Service Officer for a boutique wealth management firm in Manly. You will support advisers with client administration, process transactions, and manage KYC/AML requirements while maintaining precise client records.
Ideal candidates have experience in financial services and a client-focused approach, with familiarity in platforms like Fin365 or investment platforms. This is a full-time, permanent role offering a supportive team setting.