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Client Services Officer

Bentley Recruitment - Bondi, NSW

Banking & Finance
Source: uWorkin


The Opportunity:

  • Bring your CSO experience and support a high performing Financial Adviser.
  • This is a career support position.
  • Work life balance and flexible hours if you need.
  • Review Statements of Advice and Records of Advice.
  • You will be doing all support documentation and assist in the admin duties for this well-established Financial Planning Firm.
  • Above market salary on offer: $60,000 to $70,000 plus superannuation.

About You:

  • At least 2 years experience client services administration.
  • Have worked in an Australian Financial Planning firm.

If you are interested in this opportunity please apply or contact
Jye Blanch for a confidential discussion: