Godfrey Group Recruitment is seeking an experienced Client Service Manager for a Brisbane wealth management advisory firm. The role focuses on providing seamless support to Financial Advisers and clients, handling inquiries in person, by phone or email, and managing portfolio implementation.
The ideal candidate has 2–3 years in client service within financial planning, solid XPLAN knowledge, and strong MS Office skills.
Client Experience Lead - Wealth Management in Brisbane employer: Godfrey Group Recruitment
This self-licensed Private Wealth boutique offers a dynamic and supportive work environment, where you can thrive as an Associate Adviser. With a strong focus on employee growth, the firm provides ample opportunities for professional development and mentorship, ensuring you can build your own book of business while contributing to a team that values long-standing client relationships. Located in a community-oriented setting, the company boasts a remarkable 99% client retention rate, reflecting its commitment to excellence and trust.
