Escala, Focus Partners Australia is recruiting for an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposal and review documents, and managing portfolio transactions. You will help deliver a high-quality client experience and maintain accurate client and portfolio data across systems.
The role is based in Sydney, Current South Wales, Australia, and involves collaboration with Advisors and internal teams across locations.
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📌 Wealth Management Associate: Client Advisory & Support (New South Wales)
🏢 Focus Partners Wealth
📍 New South Wales
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