Wealth Advisory Client Services Associate β€” Career Growth in Melbourne

Wealth Advisory Client Services Associate β€” Career Growth in Melbourne

Melbourne Full-Time On-site
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RecruiTalent is assisting a leading Australian wealth advisory client with multiple Melbourne roles. The position focuses on high-touch administration and client service for a high net worth portfolio, working directly with a top adviser to ensure accurate delivery of strategies and ongoing client support.

The role emphasizes onboarding, documentation, advisory support, and efficient operations across Netwealth, IRESS and Xplan platforms, with opportunities for career development within a

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Contact Details:

RecruiTalent Recruitment Team