Senior Client Service & Wealth-Operations Specialist (Western Australia)

Senior Client Service & Wealth-Operations Specialist (Western Australia)

24 Oct
|
Beacon Pointe
|
Western Australia

24 Oct

Beacon Pointe

Western Australia

Beacon Pointe Advisors in Redmond, WA is seeking a Senior Client Service Associate to support a high-touch wealth-management client experience. You will independently manage complex client-service tasks, account administration, and coordination with Wealth Advisors and the Client Service Manager to ensure timely resolution of multi-step client matters.
The role requires robust judgment, excellent follow-through, and proficiency in CRM systems, MS Office, and account workflows.
#J-*****-Ljbffr

📌 Senior Client Service & Wealth-Operations Specialist (Western Australia)
🏢 Beacon Pointe
📍 Western Australia

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Assistant Project Officer (Dubbo)

Assistant Project Officer (Dubbo)

26 Oct
|
Leading
|
Dubbo
  • 26 Oct
  • Leading
  • Dubbo

Assistant Project Officer - Location – Dubbo negotiable location - Employment type – Temporary till September 2026 - Salary – GR 5/6 $99,938 - $110,271 plus superannuation This position i [...]

Banking Consultant, Contact Centre - Suncorp Bank (Multiple Vacancies) (Australia)

Banking Consultant, Contact Centre - Suncorp Bank (Multiple Vacancies) (Australia)

26 Oct
|
Recognized
|
Australia
  • 26 Oct
  • Recognized
  • Australia

About Us At Suncorp Bank you can build a career with exceptional growth potential, within a culture of purpose and belonging. As part of the ANZ Group, when you apply to join Suncorp Bank, you'll be [...]

Subscribe to this job alert:

Get the latest job offers by email for: senior client service & wealth-operations specialist (western australia) / western australia

Accounts Receivable Officer (South Melbourne)

Accounts Receivable Officer (South Melbourne)

26 Oct
|
Leading
|
South Melbourne
  • 26 Oct
  • Leading
  • South Melbourne

The Opportunity We're partnering with a well-established, purpose-led organisation within the care and community sector to recruit an experienced Accounts Receivable Officer on a contract basis. Thi [...]

Banking Consultant, Maroochydore QLD (Australia)

Banking Consultant, Maroochydore QLD (Australia)

26 Oct
|
Important Business
|
Australia
  • 26 Oct
  • Important Business
  • Australia

About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Rol [...]

Subscribe to this job alert:

Get the latest job offers by email for: senior client service & wealth-operations specialist (western australia) / western australia