
Client Service Manager | 70-80K | Canberra, Act
2 weeks ago
Client Service Manager required for a thriving financial advisory practice with mentoring and growth within a national framework.
Mature boutique practice in national financial planning firm
Mentoring from 2 senior Professionals
Learn about financial advice and process
Variety, growth and development position
This is a great opportunity for an experienced Client Service Manager to become a member of a thriving financial advisory practice with mentoring and growth within a national framework. Grow your knowledge, skills and experience in a successful fast paced and growing practice.
The Business
With offices nationally and dynamic vision for future advice delivery, the Canberra practice provides financial planning and wealth management services with a focus on guiding Clients towards achieving their ideal financial and lifestyle goals.
The business specialises in providing advice to professionals, executives, and business owners through wealth creation and retirement strategies.
The Position - Client Service Manager
The primary objective of the role is to provide exceptional service and support to the Financial Planners with client relationships, enquiries, client
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Canberra, ACT, Australia Climate Control Services Full timeClient Service Manager required for a thriving financial advisory practice with mentoring and growth within a national framework.Mature boutique practice in national financial planning firmMentoring from 2 senior ProfessionalsLearn about financial advice and processVariety, growth and development positionThis is a great opportunity for an experienced Client...
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