Client Services Officer

The Company
Our client is a well established and highly reputable firm being in operation for over 40 years, working with clients right across Queensland!

With continual growth in their financial services division, they are seeking an experienced Client Services Officer to join their team. The role is highly involved with the clients, giving you more exposure to the industry. It will be ideal for an enthusiastic, self-motivated, articulate and efficient professional with excellent organisational and communication skills.

The Benefits

• Well-known firm who prefer to promote within

• Strong focus on training and development

• Active social club with monthly events

• Monthly RDO available

• Flexible hours & work-life balance is encouraged

Duties & Responsibilities

• Be a point of contact for clients and respond to client enquiries

• Provide full adviser support to all advisers

• Assist with preparation and implementation of documents (SOA's & ROA's)

• Liaise with product providers and other third parties

• Manage your own and others workflow to meet deadlines

About You

• 1+ years experience as a Client Services Officer or admin role within Financial Planning industry

• Prior experience working with XPLAN is advantageous

• Proficient in Microsoft Office Suite

• Excellent problem solving skills and attention to detail

• Excellent time management and organisational skills

• Willing to learn and keep up to date with industry trends

• Enjoy working in a team environment 

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.

• scott@bentleyrecruitment.com.au

• 07 3229 8020; 0468 4960 46

• LinkedIn: https://www.linkedin.com/in/scott-munro187/

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs