Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located in Brisbane CBD. 

An exciting opportunity is available for an experienced Client Services Officer/Manager to join their team. 

Benefits:

• Comprehensive advice firm - be exposed to all areas of financial advice
• Work closely with directors
• Work from home flexibility (up to two days per week) - this is a hybrid position
• Manage workflow and delegate tasks

Tasks and responsibilities:

• Provide full support to the Directors/Advisers
• Handle compliance processes - FDS and annual agreements 
• Client meeting preparation
• Full implementation of advice including trading investments through platforms
• Managing the client database
• Follow up with clients/product providers
• Ad-hoc administration duties and assist with client queries
• Delegating to and mentoring support staff

About you:

• 2+ years previous experience in a CSO/financial planning support position
• Experience using investment/wrap platforms 
• Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning 
• Previous experience completing implementation of advice

Salary is flexible depending on experience, circa $70,000 - $85,000 + super.

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