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Client Services Officer

Job description

  • 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