Client Relations & Admin Lead For Financial Planning Sydney

Client Relations & Admin Lead For Financial Planning Sydney

13 Nov
|
Leading
|
Sydney

13 Nov

Leading

Sydney

PSK Private Wealth is seeking a dedicated Client Relationship Manager to join the Sutherland Office on a full time basis. You will be the first point of contact for client queries and provide high-quality support to Financial Advisers within a cooperative team setting.
The role requires knowledge of financial services, superannuation, investments, and insurance, with experience using XPLAN. AMP North platform experience is highly desirable, and a customer-centric approach is essential.
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📌 Client Relations & Admin Lead For Financial Planning Sydney
🏢 Leading
📍 Sydney

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