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On-site · manager

Client Services Manager/Consultant (12-Month Contract)

Company
Ambition Group
Location
Sydney CBD, Sydney
Posted

Free · No sign-up to try

About the role

ROLE PURPOSE This newly created role sits within the firm's fastest-growing business area, supporting the Financial Adviser (FA) network in Sydney. The Client Service Manager (CSM) is the operational backbone behind the adviser-client relationship - dealing confidently with FAs and their clients in a high-volume, time-critical environment. Success in this role requires solid knowledge of the financial advice process, financial markets, and product/industry trends, paired with high attention to …

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