GOW Recruitment's client wealth management division is seeking a proactive Client Service Associate to support 3 Senior Wealth Management Advisers in daily administration and client service across high-net-worth portfolios.
Key duties include preparing financial advice and investment proposals, managing client inquiries, onboarding new clients, and providing administration support to the advisory team. Training and full support will be provided to help you excel in a fast-paced setting.
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📌 Wealth Management Client Services Specialist — Support 3 Advisors (City of Sydney)
🏢 GOW Recruitment
📍 City of Sydney
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