23 Aug
|
Sage Wealth Management
|
City of Sydney
23 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, robust communication, and the ability to manage competing priorities in a team-oriented office workplace.
J-18808-Ljbffr
📌 Wealth Advisory Client Services Specialist – In Office City Of Sydney
🏢 Sage Wealth Management
📍 City of Sydney