Client Services Officer - Wealth Mgmt (Mentored) (Brisbane)

Client Services Officer - Wealth Mgmt (Mentored) (Brisbane)

14 Nov
|
Bentley
|
Brisbane

14 Nov

Bentley

Brisbane

Bentley in Brisbane's inner south is seeking a Client Services Officer to support two senior advisers in a boutique wealth management workplace. You will attend client meetings, manage files in Xplan, and develop paraplanning skills while delivering exceptional client service and accurate administration.

This role offers mentoring, clear career progression, and the chance to contribute to a positive client experience within a collaborative team.

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📌 Client Services Officer - Wealth Mgmt (Mentored) (Brisbane)
🏢 Bentley
📍 Brisbane

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