- Posted 02 July 2025
- Salary$75,000 + super
- LocationGold Coast
- Location Gold Coast
- Job type Permanent
- DisciplineClient Services Officer , Financial Services
- Reference1569504E
Client Services Manager
Job description
About the role
Join a high-performing client services team supporting financial advisers and business partners. Make key decisions, streamline workflows, and maintain exceptional client relationships in a fast-paced environment. Report directly to business partners and advisers.
Key responsibilities
Prepare client packs, reports, and review documents
Implement SOAs and ROAs accurately and promptly
Coordinate with product and insurance providers
Maintain proactive client communication and relationships
Follow up on outstanding documentation for timely submission
Keep client records updated in CRM systems
Liaise with paraplanners and advisers to ensure smooth workflows
Skills & Experience
Client Services Officer experience in financial planning
Strong understanding of financial planning processes
Proficient with Xplan workflows and tasks
Excellent attention to detail and time management
Thrive under pressure and prioritise effectively
Benefits
Competitive salary package
Professional development opportunities
Positive, inclusive work culture
Low staff turnover reflecting employee satisfaction
Clear career growth pathways
Health and wellness programs
About the company / Culture
Our client, based in the southern suburbs of the Gold Coast, is renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive, collaborative work environment, evidenced by low staff turnover. People enjoy working in this team because of the supportive culture, professional growth, and commitment to work-life balance.
How to apply
Click APPLY, or send your resume to Scott Munro at scott@bentleyrecruitment.com.au. For a confidential discussion, call 0468 496 046.
Please note, only shortlisted candidates will be contacted.