Wealth Advisory Client Services Specialist – In-Office (City of Sydney)

Wealth Advisory Client Services Specialist – In-Office (City of Sydney)

22 Aug
|
Sage Wealth Management
|
City of Sydney

22 Aug

Sage Wealth Management

City of Sydney

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 team-oriented office environment.

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📌 Wealth Advisory Client Services Specialist – In-Office (City of Sydney)
🏢 Sage Wealth Management
📍 City of Sydney

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