Private Wealth Client Services Officer Paraplanning Path Sydney

Private Wealth Client Services Officer Paraplanning Path Sydney

04 Sep
|
Bentley Recruitment
|
Sydney

04 Sep

Bentley Recruitment

Sydney

Bentley Recruitment is seeking a Client Services Officer for a private wealth team serving high net worth clients. You will manage front-line client queries, handle wrap accounts, and support advice implementation with a focus on AML/KYC and ROA preparation.

This role offers a pathway into paraplanning or team leadership, with KPI-based bonuses and regular salary reviews. After a successful six-month probation, 1–2 days of work-from-home are available, fostering a team-oriented, growth‑oriented
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📌 Private Wealth Client Services Officer Paraplanning Path Sydney
🏢 Bentley Recruitment
📍 Sydney

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