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Client Services Officer - Financial Planning
Brisbane | $70,000 - $75,000 + Super
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and welcoming team, working alongside other CSO's, supporting two Financial Advisers. Benefits: Comprehensive advice firm - be exposed to all areas of financial advice Welcoming, supportive team culture with good staff tenure Work closely with Directors Work from home flexibility (up to two days per week) - this is a hybrid position Flexible hours, open to part-time Tasks and responsibilities: Provide full support to the Directors/Advisers Handle compliance processes - FDS and annual agreements Client meeting preparation Full implementation of advice including trading investments through platforms Managing the client database (Xplan) Follow up with clients/product providers Ad-hoc administration duties and assist with client queries Opportunity to be involved with projects About you: 2+ years previous experience in a CSO/financial planning support position Experience using Xplan Experience using HUB24, CFS Wrap, Netwealth platforms Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning Experience with ongoing fee agreement processes Previous experience completing implementation of advice including trading investments Salary is flexible depending on experience, circa $70,000 - $75,000 + super. How to apply: If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au 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
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Client Service Officer
Brisbane | $85,000 + super + bonus
About the role Lead the Client Services Officer function, acting as the primary contact point for clients. Oversee client implementation, assist with quarterly reporting, manage an offshore team, and ensure smooth business workflow. Oversee client implementation and off-platform fund allocations Manage and delegate tasks to offshore CSO team Serve as the primary contact for client liaison Assist with quarterly client reporting and compliance tasks Maintain smooth daily workflow and communication within the team Skills & Experience Strong client services and administrative skills in financial planning Ability to handle pressure calmly and professionally Comfortable managing small teams and delegating work Familiarity with HUB24, Class, or similar platforms is beneficial Benefits Competitive salary and bonus structure Professional, respectful, and collaborative environment Standard hours with flexible start/finish times Supportive culture focused on teamwork and work ethic About the company/ Culture Established 35 years ago, this boutique wealth management firm focusses on providing a hands-on, quality client service. The team of 12 is experienced, collaborative, and respectful, thriving in an open-plan office. Clients are mainly wholesale/HNW. People enjoy working here because of the genuine teamwork, respect for work ethic, and the professional, stable environment. How to Apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au. Only shortlisted candidates will be contacted.
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Senior Client Services Officer
Brisbane | Up to $85,000 + super
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 ben@bentleyrecruitment.com.au 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
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Client Services Manager
Brisbane | $75,000 - $80,000 + super
About the firm Our client is based in the Brisbane CBD and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated. One of the key highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention. This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. With clear career development opportunities, you’ll have the support to reach your full potential. About the role: To keep up with continued growth, we are seeking an experienced Client Services Manager who will join an existing client services team to support the financial advisers and business partners. This role will require initiative, decision making, and leadership. You will be working in a fast paced environment, ensuring the needs of the client are met at all times. Key responsibilities Prepare client meeting packs, reports, and review documents Implementing advice documents (SOAs & ROAs) Coordinate with external providers (e.g., product providers, insurance companies) for product information and follow-ups Maintain ongoing communication with clients to build strong relationships Follow up on outstanding client documentation and ensure timely submission. Maintain up-to-date and accurate client records in CRM and other systems/portals. Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow. What we're looking for Previous experience working as a Client Services Officer within a financial planning firm Sound understanding of the financial planning process Experience using Xplan, workflows, and tasks Strong attention to detail and time management skills Ability to work well under pressure and prioritise your workload Benefits This role offers a range of benefits designed to support your professional and personal well-being, including: Competitive Salary Package: Reflecting your skills, experience, and contributions. Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications. Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care. Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation. Health and Wellness Programs: Initiatives designed to support your physical and mental well-being. How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion. Please note, only shortlisted candidates will be contacted.
