Bentley in Sydney is seeking a Client Services Officer to own frontline client service, support advice implementation and account administration, with scope to develop into paraplanning or team leadership.
You will manage front-line client queries, establish and maintain Wrap accounts, process pension payments and assist with ROAs, AML/KYC, and liaise with advisers and platforms while contributing to process improvements.
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📌 Private Wealth Client Services Lead (Path to Paraplanning) (Sydney)
🏢 Bentley
📍 Sydney
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