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    Client Services Manager - Brisbane City, Australia - Bentley Recruitment

    Bentley Recruitment
    Bentley Recruitment Brisbane City, Australia

    3 days ago

    Default job background
    Description

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

    Our client provides financial advice, accounting and business advisory services to its long standing client base. They offer a supportive and inclusive workplace with career progression opportunities tailored for each staff member.

    Benefits:

    • Receive personalised ongoing training, development and mentorship
    • Work as part of a supportive and collaborative team
    • Regular social events
    • Career progression opportunities available
    • Predominantly work with HNW, wholesale clients

    Tasks and responsibilities:

    • Provide full support to one of the Directors and their Associate
    • Be a point of contact for clients and develop client relationships
    • Book in client appointments and prepare for meetings
    • Prepare forms and documents
    • Implement financial advice recommendations
    • Manage compliance such as ongoing engagements and FDS's
    • Provide ad-hoc admin support

    About you:

    • 2+ years previous experience in a CSO role supporting financial advisers
    • Experience using Xplan
    • Excellent communications skills, both written and verbal
    • Professional and presentable
    • Able to work autonomously and as part of a team
    • Strong attention to detail
    • Able to prioritise tasks and manage workflow

    Salary is flexible depending on experience, circa $80,000 - $95,000 package.

    How to apply:

    If you're interested please apply via this ad or send your CV to Ben Sultmann

    If you would like to discuss this or other opportunities, please call Ben on

    For a full list ofsimilar vacancies, please head to our website:


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