Private Wealth Client Services Lead (Path To Paraplanning) (New South Wales)

Private Wealth Client Services Lead (Path To Paraplanning) (New South Wales)

26 Sep
|
Bentley
|
New South Wales

26 Sep

Bentley

New South Wales

Job Description
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.
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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.

📌 Private Wealth Client Services Lead (Path To Paraplanning) (New South Wales)
🏢 Bentley
📍 New South Wales

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