Job Description
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.
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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.
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📌 Wealth Advisory Client Services Specialist - In-Office (New South Wales)
🏢 Sage Wealth Management
📍 New South Wales
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