Client Services Associate - Wealth Management

Sydney
Wealth Management
Permanent

Our client is a boutique wealth manager, with institutional capability. They offer clients the best of both worlds – greater flexibility and customisation than bigger firms due to their nimbleness, whilst retaining the ability to negotiate with the world’s largest investment houses due to scale. Their advice team is one of the most highly regarded in the industry. Deep relationships with global asset managers, investment banks, research houses, and custodians means their clients access the very best services available.

As a CSA your primary responsibility will be to support the firm from a client-services perspective. Specifically, this will entail being responsible for the client-onboarding process and offering a high stan...