Client Services & Wealth Management Associate (Brisbane)

Client Services & Wealth Management Associate (Brisbane)

02 Sep
|
Bentley Recruitment
|
Brisbane

02 Sep

Bentley Recruitment

Brisbane

Bentley Recruitment is partnering with a boutique financial advice practice to recruit a Client Services Officer.
You will support the Principal Adviser, coordinate advice implementation, and ensure a seamless client journey.
Key duties include executing investment and super trades, managing rollovers, liaising with clients, and supervising offshore staff tasks.
Solid client communication and attention to detail are essential.
#J-*****-Ljbffr

📌 Client Services & Wealth Management Associate (Brisbane)
🏢 Bentley Recruitment
📍 Brisbane

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