Logo for Senior Client Services Officer

Senior Client Services Officer

Bentley Recruitment
Brisbane, QLD
A$85,000 p/a + super
Banking & Financial Services → Financial Planning
Full-time
Hybrid

Posted 17 days ago


Our client is a well established business that has been in operation in Brisbane for decades. They provide accounting, business advisory and financial planning solutions to a range of clients including HNW individuals and families.

Due to growth, they are looking for a Senior Client Services Officer to join their team located in Brisbane.

Benefits:

  • Spacious office with a putting green
  • Regular staff prizes
  • Friday drinks in the office
  • Regular food platters for staff
  • Income protection insurance included for staff
  • Office masseuse once a month
  • Work from home flexibility 1-2 days a week (this is a hybrid position)
  • Christmas and EOFY parties

Tasks and Responsibilities:

  • Supporting a team of 2 financial advisers
  • Prepare for client meetings including required forms and compliance documents
  • Complete research on client accounts
  • Implementation of advice recommendations
  • Point of contact for clients
  • Management of Xplan database
  • Ad-hoc admin duties
  • Senior CSO duties include helping to manage workflow for the team, assisting and mentoring more junior admin staff and handling more complex implementation tasks

About you:

  • 4+ years previous experience in a CSO role supporting financial advisers
  • Experience using Xplan
  • Excellent communications skills, both written and verbal
  • Professional and presentable
  • Advice implementation experience
  • Strong attention to detail
  • Able to prioritise tasks and manage workflow

Salary is flexible depending on experience, up to $85,000 plus super.

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs


About Bentley Recruitment

Brisbane, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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