Client Services Team Lead – Financial Planning (Sydney)

Client Services Team Lead – Financial Planning (Sydney)

14 Nov
|
The Andersen Partnership
|
Sydney

14 Nov

The Andersen Partnership

Sydney

The Andersen Partnership in Sydney CBD is seeking a capable leader to manage a team of Client Service Officers and administration staff, driving efficiency and an enhanced client experience. The role collaborates with compliance, operations and technology to implement recent systems and processes, while monitoring delivery against audits and regulatory requirements.

Required: 5+ years in financial planning client services or practice management, strong leadership, and experience with workflow

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📌 Client Services Team Lead – Financial Planning (Sydney)
🏢 The Andersen Partnership
📍 Sydney

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