Position Details
Client Success Manager – Wealth Planning Apply
A professional financial services firm is seeking an experienced Client Relationship Manager to manage client relationships and ensure smooth financial planning processes. The ideal candidate will have a Higher Certificate in Financial Planning and at least 3 years' experience in supporting financial planners. Strong administrative skills and proficiency in tools like XPlan, Outlook, and Excel are essential for this salaried position. #J-18808-Ljbffr
