Sage Wealth Management, located above the St Leonards train station, seeks a Client Services Officer to support advisers with core administrative tasks and client servicing. You will handle financial documentation, advice preparation, tax workflows and CRM maintenance.
Ideal candidates have financial planning client service or adviser-support experience, keen attention to detail, solid communication, and the ability to manage competing priorities in a collaborative office environment.
#J-18808-Ljbffr
📌 Wealth Advisory Client Services Specialist – In-Office (City of Sydney)
🏢 Sage Wealth Management
📍 City of Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.