Wealth Management Career Accelerator

3 days ago

Sydney, New South Wales, Australia beBeeCareer Full time $90,000 - $120,000

Client Service Specialist Opportunity

We are seeking a detail-oriented and proactive individual to join our team as a Client Service Specialist. This is an excellent opportunity to accelerate your career in Wealth Management.

About the Role

  • Support senior advisors with client communications, account queries, and market-related administration.

  • Manage compliance and documentation processes for Statements of Advice.

Requirements

Please note the following requirements:

  • Australian residents only.
  • Financial services experience.
  • Degree in Business, Finance, or Commerce.
  • Ability to support, set-up, and place trades.
Benefits

What you will gain:

  • Industry knowledge and skills.
  • Dynamic and supportive work environment.
  • Continuous training and development opportunities.

We offer a competitive remuneration package and opportunities for professional growth.

Others

This role provides exposure to ASX business rules and Corporate Law. If you are a motivated and detail-focused individual looking for a career accelerator, we encourage you to apply.

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