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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.
