Client Service Manager – Talent Pool

As a Client Services Manager at Apt Wealth Partners, you hold a pivotal role in fostering strong relationships among all stakeholders. Your primary objective is to be the main point of contact for our clients, financial advisors, FAS team and other internal teams, ensuring smooth communication and coordination. In addition to maintaining excellent client relationships, you will take on an expanded role involving advice-related tasks whilst still carrying out the primary administration duties required within this role. This includes collaborating with our advisors to understand client financial goals, participating in strategy discussions, and taking on additional advice specific tasks. Your leadership, strategic thinking, and ability to manage multiple tasks will help drive the success of your business unit.