- Posted 09 July 2025
- SalaryCirca $70,000 + Super
- Location Townsville
- Job type Permanent
- DisciplineClient Services Officer , Financial Services
- Reference1634331
Back to jobs
Client Services Officer
Job description
About the company:
Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Townsville team.
This is the perfect opportunity for an experienced CSO who is looking to join a fast paced and growing business.
Benefits:
How to apply:
If you're interested please send your CV 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
Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Townsville team.
This is the perfect opportunity for an experienced CSO who is looking to join a fast paced and growing business.
Benefits:
- Fun, social team culture
- Comprehensive onboarding and training provided
- Flexible daily start/finish times
- Half day every Friday - get an early start on your weekend!
- Future career progression on offer
- Client Services Officer supporting financial advisers across holistic advice
- Handling inbound enquiries from clients
- Xplan database management - setting up new clients, updating client details, filing and documenting
- Implementation of advice post ROA/SOA
- Liaising with product providers such as super funds and insurers to gather information and reports on clients accounts
- Assist advisers to prepare for client meetings - generate reports and required documents
- 1+ year previous experience in a role supporting financial advisers
- Familiar with superannuation, insurance and investment advice/platforms
- Xplan experience
- Experienced implementing financial advice recommendations
- Excellent communication skills both written and verbal
- Able to prioritise tasks and work in a busy environment
- Interested in pursuing a career in the financial planning industry
How to apply:
If you're interested please send your CV 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