Client Onboarding & Transition Lead

BETASHARES CAPITAL

council of the city of sydney, council of the city of sydney

Trellia Wealth Partners in New South Wales is seeking a Transition Manager for their managed accounts business. In this role, you will oversee the onboarding process for advisers, ensuring seamless transitions to Trellia’s platform. Candidates should have 3–6 years of experience in financial services, particularly in roles related to managed accounts or client onboarding. Strong project coordination and communication skills are essential, along with a commitment to client service excellence. Join a fast-growing team and help strengthen client relationships.#J-18808-Ljbffr

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Published 4 days ago

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