Escala Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposal and review documents, and handling portfolio transactions while delivering a high-quality client experience.
You will work closely with Advisors and internal teams across Sydney, ensuring accurate records, timely responses and proactive client service in a fast-paced wealth management workplace.
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📌 Wealth Management Associate: Client Advisory Support (Sydney)
🏢 Escala
📍 Sydney