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) 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
