Client Services Associate

Jemark Pty Ltd trading as Alto Wealth; Sydney; Hybrid; AUD 42,000 - 60,000; Part time

Benefits offered by this job

Flexible part-time scheduling

Professional development

Collaborative workplace

Job summary

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.

Qualifications

• Excellent communication and professional client interaction skills.
• Ability to manage multiple tasks with high attention to detail.
• Proactive in problem-solving and delivering high-quality service.
• Willingness to learn regulatory requirements.

Responsibilities

• Respond to client enquiries via phone, email, and channels promptly and professionally.
• Process client requests and transactions with accuracy and efficiency.
• Maintain up-to-date client records in line with regulatory requirements.
• Coordinate with investment administration platforms to resolve issues.
• Prepare client quarterly reports and meeting presentations.
• Provide administrative support to the Principal and Associate Adviser.
• Assist with general office operations and seek efficiencies using AI.

Skills

Communication

Organisation

Microsoft Office

Regulatory knowledge

Problem-solving

Independence

Education

Certificate IV in Financial Services

Finance-based degree (in progress or equivalent)

Tools

Microsoft Office

Job description

Jemark Pty Ltd trading as Alto Wealth - Sydney CBD NSW

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 to help them confidently make decisions about growing and protecting their wealth.

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

As a Client Services Associate, your key responsibilities will include:

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

To succeed in this role, you will ideally demonstrate the following qualifications and experience:

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

We are committed to supporting our employees' professional development and wellbeing. 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