About the role Lead the Client Services Officer function, acting as the primary contact point for clients. Oversee client implementation, assist with quarterly reporting, manage an offshore team, and ensure smooth business workflow.
Oversee client implementation and off-platform fund allocations
Manage and delegate tasks to offshore CSO team
Serve as the primary contact for client liaison
Assist with quarterly client reporting and compliance tasks
Maintain smooth daily workflow and communication within the team
Skills & Experience
Strong client services and administrative skills in financial planning
Ability to handle pressure calmly and professionally
Comfortable managing small teams and delegating work
Familiarity with HUB24, Class, or similar platforms is beneficial
Benefits
Competitive salary and bonus structure
Professional, respectful, and collaborative environment
Standard hours with flexible start/finish times
Supportive culture focused on teamwork and work ethic
About the company/ Culture Established 35 years ago, this boutique wealth management firm focusses on providing a hands-on, quality client service. The team of 12 is experienced, collaborative, and respectful, thriving in an open-plan office. Clients are mainly wholesale/HNW.
People enjoy working here because of the genuine teamwork, respect for work ethic, and the professional, stable environment.
How to Apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au.
