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

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
Predominantly work with HNW, wholesale clients

Tasks and responsibilities:

Provide full support to one of the Directors and their Associate
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:

2+ 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 $80,000 - $95,000 package.

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