Client Services Officer

• Growing business with excellent culture and training

• Career development and mentorship

• Above market salary package

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

Our client is a professional services firm that specialises in accounting and financial planning. This position is with their financial planning team.

About the role:

• Supporting 2 financial advisers providing holistic advice

• Be a point of contact for clients

• Book in client meetings

• Prepare forms and documents

• Assist with client annual review dates / meeting preparation and then implement recommended strategies 

• Assist with annual agreements

• Prepare client account/policy application forms 

• Complete ROA/SOA advice implementation

• Focus on client service and compliance

• Ideally looking for someone to stay in a CSO position for minimum 2 years. Able to progress to senior CSO and handle more technical/complex tasks and responsibilities 

About you:

• 2+ years experience in a Client Services Officer/admin role within financial planning

• Previous experience dealing with holistic advice

• Be able to multitask

• High attention to detail

• Be familiar with Statement's of Advice and their implementation

• Excellent phone/communication skills

• XPLAN experience

Salary $70,000 - $80,000 package depending on experience.

If you're interested please apply via this ad or send your resume 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