Keystone Wealth is seeking a motivated Client Service Associate to provide administrative and client support across the financial advice process. Reporting to the Client Service Team Leader, you will work closely with advisers, client services, operations and compliance to deliver accurate, responsive and consistent service.
Exposure to end-to-end financial advice processes, ongoing development across systems and regulatory requirements, and a collaborative, values-led culture await in the
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Xplan Client Services Associate – Growth in Financial Planning in Sydney employer: Keystone Wealth
Keystone Wealth offers a collaborative and values-led working environment, providing employees with exposure to the end-to-end financial advice process. The company emphasizes ongoing development across systems, processes, and regulatory requirements, making it an attractive place for those looking to build a long-term career in financial planning. With opportunities for professional growth and a supportive team culture, Keystone Wealth is committed to fostering employee success.
