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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.