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Wealth planning client services manager - hybrid

Melbourne
Data Sentry
Posted: 5 June
Offer description

Data Sentry is seeking a motivated Customer Service Manager to join their Melbourne team. This role involves implementing approximately 70 new financial advice deals each month while managing ongoing service requests, ensuring exceptional communication and support for clients.

The ideal candidate will have a strong background in customer service within a financial planning firm, experience using tools like Xplan and HubSpot, and a positive, proactive attitude.

Benefits include a competitive salary, annual performance bonus, and hybrid working model.

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