
Senior Client Services Officer
Bentley Recruitment
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
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