An excellent opportunity has become available for an experienced Client Services Officer to join a successful professional services firm based in Brisbane.
Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with multiple avenues for career progression. This is a fast paced role providing full support to an experienced financial adviser.
Benefits:
- Flexible working hours - choose when you start your day
- Work from home 2 days per week
- Regular social events each month
- Future career progression opportunities available - Professional Year or work towards senior client services
- Base salary plus bonus structure
Tasks and responsibilities:
- Provide full adviser support
- Be a point of contact for clients and develop client relationships
- Prepare forms and documents for meetings
- Implement financial advice recommendations across super, investments and insurance
- Provide ad-hoc admin support
About you:
- 2+ years previous experience in a CSO role supporting financial advisers
- Experience working with holistic advice
- Excellent communications skills, both written and verbal
- Able to work autonomously and as part of a team
- Strong attention to detail
- Able to work in a fast-paced workplace and prioritise tasks
Salary is flexible depending on experience - up to $85,000 + super + 10% bonus.
How to apply:
If you're interested please 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
📌 Client Services Officer (Brisbane)
🏢 Bentley Recruitment
📍 Brisbane