Logo for Client Service Manager - Boutique Wealth Management Firm

Client Service Manager - Boutique Wealth Management Firm

Future Wealth Group
Brookvale, NSW
A$75,000-$85,000 p/a
Banking & Financial Services → Financial Planning
Part-time
Hybrid

Posted 3 days ago


Future Wealth Group is a boutique wealth management firm known for providing highly personalised financial planning, investment, insurance and mortgage broking services. We serve high-net-worth individuals, executives and families, delivering tailored strategies with discretion, expertise, and care. Our team thrives on professionalism, collaboration, and an unwavering commitment to client success.

We are seeking a Client Service Manager to join our growing team. In this key role, you will serve as the primary point of contact for our clients, ensuring a seamless and high-touch experience across all interactions. You’ll collaborate closely with the Director and Senior Financial Planner and colleagues to support client financial and insurance needs, manage onboarding, and maintain service excellence.


About Future Wealth Group

Brookvale, NSW, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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