21 Aug
|
Sage Wealth Management
|
New South Wales
21 Aug
Sage Wealth Management
New South Wales
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, strong communication, and the ability to manage competing priorities in a collaborative office setting.
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📌 Wealth Advisory Client Services Specialist – In-Office (New South Wales)
🏢 Sage Wealth Management
📍 New South Wales