About the company: Our client is a fast growing and highly-reputable financial planning business, who is recognised as one of Australia's top 30 best places to work 2024. They have a strong national presence with their Brisbane office located in the outside suburbs of the Brisbane CBD. A great opportunity to work for a trusted brand name with a people first approach.
About the role: To keep up with continued business growth, we are seeking a client service officer to join this team. You will work in a team of CSO's supporting a team of advisers, while being responsible for handling client quieries, advice implementation, and assisting with coordinating SOAs. Strong attention to detail is critical, along with a foundational knowledge of the financial planning industry.
Career progression and Professional Year can be supported in the future.
Duties:
Act as a primary point of contact for clients regarding administrative and service-related matters.
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.
Assist in coordinating documents for the paraplanning team.
Assist clients with completing forms and applications.
Skills & experience:
Foundational knowledge of the financial planning industry
Understanding and experience using various financial planning platforms and products
Strong attention to detail
Ability to work in a fast paced environment
Benefits:
Enjoy an additional day off each month
Early finishes on Fridays
Continuous learning and development opportunities
Professional Year support on offer in the future
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.
