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    Client Services Officer - Brisbane City, Australia - Bentleyrecruitment

    Bentleyrecruitment
    Bentleyrecruitment Brisbane City, Australia

    2 weeks ago

    Default job background
    Description
    Our client is a well established business that has been in operation in Brisbane for decades. They provide accounting, business advisory, financial planning and asset management solutions to a range of clients including HNW individuals and families.

    Due to growth, they are looking for an experienced Client Services Officer to join their team located in Brisbane CBD.

    Benefits

    • Spacious office with a putting green
    • Regular staff prizes
    • Friday drinks in the office
    • Regular food platters for staff
    • Income protection insurance included for staff
    • Office masseuse once a month
    • Work from home flexibility
    • Christmas and EOFY parties

    Tasks and Responsibilities:

    • Supporting a team of 2 financial advisers and 1 junior adviser
    • Book client appointments
    • Prepare for client meetings including required forms and compliance documents
    • Complete research on client accounts
    • Print and collate advice documents
    • Implementation of advice recommendations
    • Point of contact for clients
    • Management of Xplan database
    • Ad-hoc admin duties

    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 package.

    How To Apply

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

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

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