Wealth Management Client Services Associate - Flexible (Wagga Wagga)

Wealth Management Client Services Associate - Flexible (Wagga Wagga)

06 Sep
|
LGT Wealth Management Australia
|
Wagga Wagga

06 Sep

LGT Wealth Management Australia

Wagga Wagga

LGT Wealth Management Australia is seeking an Associate to support Investment Advisers with client onboarding, portfolio administration, and client management activities. You will coordinate settlements, liaise with clients and internal teams, and prepare meeting materials to ensure a high-quality client service experience.
The role requires at least 2 years in Wealth Management or qualified services, with AML/KYC experience a plus.
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📌 Wealth Management Client Services Associate - Flexible (Wagga Wagga)
🏢 LGT Wealth Management Australia
📍 Wagga Wagga

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