Full-time Client Manager jobs in Toowoomba, QLD

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CLIENT SERVICES MANAGER

TAP has partnered with a multi-office wealth management firm dedicated to providing exceptional financial advice and services to their valued clients!With a commitment to excellence and a client-centric approach, our client strive...

CompanyAndersen Partnership
AddressToowoomba, QLD
CategoryAccounting & Finance
Salary$60,000 - $80,000 a year
Job typeFull time
Date Posted a month ago See detail

Client Services Manager

Andersen Partnership

Toowoomba, QLD

$60,000 - $80,000 a year

TAP has partnered with a multi-office wealth management firm dedicated to providing exceptional financial advice and services to their valued clients!With a commitment to excellence and a client-centric approach, our client strive...

Client Services Manager

Hpartners Investments

Toowoomba, QLD

Liaising with clients, fund managers and other third parties as required. Provide full adviser support, gain exposure to holistic financial advice. Maintain files and database records (Xplan). Conduct research on client holdings/a...