A respected private wealth firm in Mosman is hiring a Client Services Manager to oversee documentation, client onboarding, and provide platform support. This role requires at least 3 years in a similar position, a bachelor's degree in Financial Planning, and familiarity with Xplan, Macquarie, and Panorama. The firm offers part-time/flexible and hybrid working arrangements, making it ideal for candidates seeking work-life balance while delivering exceptional client experiences.
Wealth Client Services Manager — Hybrid & Flexible in Mosman employer: Minchin Moore Private Wealth Advisers
Minchin Moore is an exceptional employer located in the picturesque suburb of Mosman, offering a supportive and professional work environment that prioritises employee well-being and flexibility. With part-time and hybrid working arrangements available, employees can enjoy a balanced work-life while contributing to a values-led firm dedicated to excellence in wealth management. The company fosters growth opportunities through continuous learning and collaboration, making it an ideal place for detail-oriented professionals seeking meaningful and rewarding careers.
Contact Details:
Minchin Moore Private Wealth Advisers Recruitment Team
