Wealth Client Services Manager β€” Lead & Optimize Team

Wealth Client Services Manager β€” Lead & Optimize Team

Full-Time On-site
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Ashfords Accountants & Advisory in Dandenong, VIC, seeks an experienced Client Services Manager to lead our Client Services Administration team within Wealth. Reporting to the Wealth Manager, you will streamline workflows, oversee onboarding, advice implementation and ongoing service, and drive efficiency across the practice.

You will mentor staff, collaborate with advisers and the Partner, and ensure high-quality client outcomes while maintaining compliance and risk controls in a growing

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Wealth Client Services Manager β€” Lead & Optimize Team employer: Ashfords Accountants & Advisory

Ashfords Accountants & Advisory is an excellent employer located in Dandenong, VIC, offering a vibrant and inclusive work culture that prioritises employee growth and wellbeing. As a Junior Accountant, you'll benefit from flexible work arrangements, comprehensive training opportunities, and a supportive team environment that fosters professional development while delivering exceptional client service. Join us to be part of a fast-growing firm where your contributions are valued and rewarded.

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Contact Details:

Ashfords Accountants & Advisory Recruitment Team