Wealth Management Client Services Associate Melbourne (Australia)

Wealth Management Client Services Associate Melbourne (Australia)

09 Nov
|
seek.com.au
|
Australia

09 Nov

seek.com.au

Australia

seek.com.au's Hawthorn-based private financial advisory firm is seeking a dedicated Client Service Associate to join a growing team.

You will work with the Director and Principal Adviser, handling client reviews, investment documentation, and liaison with clients and partners, ensuring compliance.

This role offers training, development, a cooperative culture, and prospects to progress in financial advice and wealth management.
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📌 Wealth Management Client Services Associate Melbourne (Australia)
🏢 seek.com.au
📍 Australia

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