Client Services & Wealth Management Associate (Queensland)

Client Services & Wealth Management Associate (Queensland)

25 Sep
|
Bentley Recruitment
|
Queensland

25 Sep

Bentley Recruitment

Queensland

Job Description
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.

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

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