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    Client Services Manager - Brisbane City, Australia - Bentleyrecruitment

    Bentleyrecruitment
    Bentleyrecruitment Brisbane City, Australia

    6 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 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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