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    Client Services Manager - Brisbane, Australia - Bentley Recruitment

    Bentley Recruitment
    Bentley Recruitment Brisbane, Australia

    2 hours ago

    Default job background
    Full time
    Description

    About the company:
    Our client is a large sized financial planning firm who has been in operation for over 13 years.
    They have offices located in the Brisbane CBD and the southernsuburbs in the Gold Coast.
    They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators

    About the role:


    To keep up with the growth of the firm, my client is seeking an Client Services Manager who will join an existing client services team to support the financial advisers and business partners.

    This role will require initiative, decision making, and leadership.
    You will be working in a fast paced environment, ensuring the needs of the client are met at all times

    Duties:
    Ongoing management of the client database through XplanPreparation for client meetings, including all correct documentsImplementing advice documents (SOAs & ROAs)

    Liaising with third party providersDelivering a high quality service to clientsSkills & experience:2 + years experience working as a Client Services Officer within a financial planning firmSound understanding of the financial planning processExperience using Xplan, workflows, and tasksStrong attention to detail and time management skillsAbility to work well under pressure and prioritise your workloadCulture:
    My client has an exceptional company culture, very little staff turnover and they provide excellent support, training and mentoring.
    They have a focus on building a culture that is about their staff and their well-being.
    They invest in their staff and assist with their career growth and development

    Benefits:
    Flexible work hours, with the option to start later/earlier and finish later/earlierOpportunity for 1 day WFH after a period of timeTeam and individual rewards if targets are metCompetitive salary and bonus schemePaid day off for your birthdayYoga every Tuesday (optional)Young dynamic teamStrong support and mentorship from leaders within the businessHow to apply:
    Click APPLY, or send your resume through to Scott Munro at
    Alternatively, contact Scott on Please note, only shortlisted candidates will be contacted.#J-18808-Ljbffr
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