Keegan Adams Recruitment partners with a well-established financial advice firm to recruit a Client Services Associate to join their growing team.
This role is ideal for someone with experience as a Client Services Officer, Adviser Assistant or Financial Planning Administrator, who values client service and operational excellence. You will support advisers with implementation of advice, client administration and ongoing service, ensuring a seamless client experience.
Client Services & Onboarding Specialist - Financial Planning in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
