Alto Wealth, a boutique wealth management firm in the Sydney CBD, seeks a Client Services Associate for a part time hybrid role (2.5-3 days per week) in Sydney NSW 2000. The role focuses on delivering exceptional client support and maintaining accurate records, with opportunities to work partially from home.
You will handle client enquiries, process requests, and assist with reports and presentations, while supporting the Principal and Associate Adviser.
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📌 Wealth Management Client Services Associate (Hybrid, PT) (Sydney)
🏢 Jemarktrading as Alto Wealth
📍 Sydney
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