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

Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with multiple avenues for career progression. This is a fast paced role providing full support to an experienced financial adviser.

Benefits:

• Flexible working hours - choose when you start your day
• Work from home 2 days per week
• Regular social events each month
• Future career progression opportunities available - Professional Year or work towards senior client services or practice management

Tasks and responsibilities:

• Provide full adviser support
• Be a point of contact for clients and develop client relationships
• Prepare forms and documents for meetings
• Implement financial advice recommendations - applications, amendments, cancellations, reissues, and client communication
• Provide ad-hoc admin support

About you:

• 2+ years previous experience in a CSO role supporting financial advisers
• Experience working with holistic advice including insurance
• Excellent communications skills, both written and verbal
• Able to work autonomously and as part of a team
• Strong attention to detail
• Able to work in a fast-paced environment and prioritise tasks

Salary is flexible depending on experience, $70,000 - $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