PSK Private Wealth is seeking a Client Relationship Manager to join our Sydney Head Office (CBD) on a full-time basis. You will provide superior client service to Financial Advisers and support the delivery of client outcomes, working Mon-Fri 8:30am-5pm.
Key duties include being the first point of contact for client queries by phone, email or face-to-face; maintaining client files in XPLAN; assisting with pension, super, investment and insurance tasks; and collaborating with the team to meet
Sydney-based Client Relationship Manager employer: PSK Private Wealth
PSK Private Wealth offers a supportive work environment where employees can collaborate closely with experienced Advisers to deliver high-quality financial advice. The company promotes a hybrid working model, allowing flexibility between home and office work after the initial probation period. Employees have opportunities for professional growth while contributing to the firm's reputation in the market.
