CANDOR Recruitment partners with an established financial planning firm in Adelaide. This Client Service Manager role focuses on delivering high-quality service across onboarding, advice implementation, and ongoing client support in a team-oriented culture.
You will support one adviser, manage documentation and compliance, prepare for client meetings, and contribute to improving service delivery through efficient processes.
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Client Success Manager - Financial Planning in Adelaide employer: CANDOR Recruitment
Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.
