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