Client Service Associate – Talent Pool

As a Client Services Associate at Apt Wealth Partners, your position is integral to supporting the advice process at Apt. Your role is crucial in assisting your business unit provide an excellent client experience by being responsible for managing client communications and administrative tasks. A crucial part of this role involves co-ordinating and managing your teams ‘Work in Progress’ and being the key point of contact between Apt’s stakeholders. Throughout this role you will have the opportunity to develop a comprehensive understanding of financial strategies and products. Your attention to detail, organisation and strong interpersonal skills will contribute to the overall success of your business unit.