03 Sep
|
Bentley Recruitment
|
Queensland
03 Sep
Bentley Recruitment
Queensland
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.
Robust client communication and attention to detail are essential.
#J-*****-Ljbffr
📌 Client Services & Wealth Management Associate (Queensland)
🏢 Bentley Recruitment
📍 Queensland