At a Glance
- Tasks: Support clients and advisers with outstanding service and manage client records accurately.
- Company: Boutique wealth management firm in Sydney CBD focused on client confidence.
- Benefits: Flexible part-time hours, professional development, and a supportive workplace culture.
- Other info: Opportunity to leverage AI for efficiency and grow within a respected organisation.
- Why this job: Make a real impact in clients' financial journeys while gaining valuable experience.
- Qualifications: Strong communication skills and attention to detail; finance studies or relevant experience preferred.
The predicted salary is between 47250 - 57750 $ per year.
Jemark Pty Ltd trading as Alto Wealth is a boutique wealth management firm based in the Sydney CBD, providing comprehensive wealth management solutions to a small group of clients. We pride ourselves in helping our clients feel confident about their financial future by partnering on their financial journey and offering sensible advice and intelligent insights.
About the Role
We are seeking a Client Services Associate to join our dynamic team at Alto Wealth in Sydney. This is a part-time hybrid position (2.5-3 days per week) based in our Sydney NSW 2000 office, offering flexibility to work partially from home whilst enabling you to make a meaningful contribution to our client services function. In this role, you will be instrumental in delivering outstanding support to our clients and the Principal and Associate Adviser, ensuring every interaction reflects our commitment to excellence. The Client Services Associate plays a vital part in maintaining our reputation for responsive, professional client care and supporting the smooth operation of our wealth management services.
What You'll Be Doing
- Responding promptly and professionally to client enquiries via telephone, email, and other communication channels
- Processing client requests and transactions whilst maintaining accuracy and attention to detail
- Maintaining and updating client records and documentation in accordance with regulatory requirements
- Coordinating with investment administration platforms to resolve client issues and ensure timely resolution
- Preparation of client quarterly reports and review meeting presentations
- Providing administrative support to the Principal and Associate Adviser
- Assisting with general office operations, including opportunities to leverage artificial intelligence to create efficiencies
What We’re Looking For
- Strong communication skills with the ability to interact professionally with clients and colleagues at all levels
- Excellent organisational abilities and attention to detail in managing multiple tasks and priorities
- Proficiency with computer systems and office software, including Microsoft Office suite
- A proactive approach to problem-solving and a commitment to delivering high-quality service
- Ability to work independently whilst contributing positively to a team environment
- Understanding of financial services regulations and compliance requirements, or willingness to develop this knowledge
- Either a relevant qualification such as Certificate IV in Financial Services or equivalent experience; Alternatively, studying a Finance-based degree with an interest in Wealth management
What We Offer
- Flexible part-time (2.5-3 days per week) working arrangements that fit around your lifestyle, be it family commitments or study timetable
- Professional development and training opportunities to enhance your skills and career progression
- A collaborative and supportive workplace culture that values your contribution
- Exposure to wealth management and financial services experience
- Competitive remuneration package appropriate to the role
- A role that provides meaningful work within a respected financial services organisation
Client Services Associate in Sydney employer: Jemark Pty Ltd trading as Alto Wealth
At Alto Wealth, we pride ourselves on being an exceptional employer, offering a flexible part-time role as a Client Services Associate in the vibrant Sydney CBD. Our collaborative culture fosters professional growth and development, ensuring that every team member feels valued and empowered to contribute meaningfully to our clients' financial journeys. With competitive remuneration and a commitment to work-life balance, we provide a supportive environment where you can thrive both personally and professionally.
Contact Details:
Jemark Pty Ltd trading as Alto Wealth Recruitment Team
