Bentley is seeking an experienced CSO to own client service delivery, support senior financial advisers and improve operational processes. This role combines complex advice implementation with workflow management, mentoring and process improvement as the business prepares for its next growth phase.
You will lead onboarding, KYC/AML checks, review cycles, manage ongoing fee arrangements and platform administration.
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📌 Senior Client Services Officer — Delivery Lead & Process Improvement (Brisbane)
🏢 Bentley
📍 Brisbane
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