Ambition Recruitment is seeking a Client Service Manager to support the Financial Adviser network in Sydney. The role is the operational backbone for adviser-client relations in a high-volume, time-sensitive environment.
You will oversee client onboarding, documentation, and ensure AML/CTF compliance, while collaborating with internal stakeholders to drive productive processes. Applicants should have a Finance/Business/Economics degree and experience in wealth management or financial planning.
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📌 Client Services Lead for Financial Advisers (Sydney)
🏢 Ambition Recruitment
📍 Sydney
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