Wealth Management Client Services Lead (Hybrid & Flexible)
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Allan Hall Business Advisors
Mosman
A leading wealth management firm in New South Wales is seeking a Client Services Manager to join the Mosman team. This pivotal role involves managing documentation, coordinating account processes, and liaising with platform providers. The ideal candidate should have at least 3 years of experience in financial services, strong communication skills, and a familiarity with Xplan. Flexible and hybrid... |
View salary & More Info |
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14 hours ago
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