03 Sep
|
Bentley Recruitment
|
Brisbane
03 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