An excellent opportunity has become available for an experienced Client Services Officer/Manager to join a successful professional services firm based in Brisbane.

Our client provides financial advice, accounting and business advisory services to its long standing client base. They offer a supportive and inclusive workplace with career progression opportunities tailored for each staff member.

Benefits:

• Receive personalised ongoing training, development and mentorship
• Work as part of a supportive and collaborative team
• Regular social events
• Career progression opportunities available
• Work with HNW clients

Tasks and responsibilities:

• Provide full support to a team of financial advisers
• Be a point of contact for clients and develop client relationships
• Book in client appointments and prepare for meetings
• Prepare forms and documents
• Implement financial advice recommendations
• Manage compliance such as ongoing engagements and FDS's
• Provide ad-hoc admin support

About you:

• 3+ years previous experience in a CSO role supporting financial advisers
• Experience using Xplan
• Excellent communications skills, both written and verbal
• Professional and presentable
• Able to work autonomously and as part of a team
• Strong attention to detail
• Able to prioritise tasks and manage workflow

Salary is flexible depending on experience, circa $85,000 + Super.

How to apply:

If you're interested please 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