Client Services Officer - Financial Planning - Join a Leading Company

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 Fortitude Valley. 

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 [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs