Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe.
An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and collaborative team, working alongside other CSO's, supporting a team of financial advisers.
Join a growing financial planning team
Gain exposure to complex insurance advice and claims work
Work alongside experienced advisers in a supportive environment
Enjoy a role with autonomy, variety and responsibility
Access ongoing training and professional development opportunities
Be part of a collaborative team focused on client outcomes
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe.
An exciting prospect is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and collaborative team, working alongside other CSO's, supporting a team of financial advisers.
Benefits:
Join a growing financial planning team
Gain exposure to complex insurance advice and claims work




Work alongside experienced advisers in a supportive environment
Enjoy a role with autonomy, variety and responsibility
Access ongoing training and professional development opportunities
Be part of a collaborative team focused on client outcomes
Tasks and responsibilities:
Support advisers with insurance advice, implementation and client servicing
Manage insurance applications, renewals, alterations and policy maintenance
Coordinate end-to-end claims with clients, insurers and medical professionals
Complete insurance research, comparisons and advice preparation support
Maintain accurate client records, workflows and compliance documentation
Identify process improvements to enhance efficiency and client experience
About you:
3+ years' experience in life insurance, claims or financial planning support
Strong knowledge of Life, TPD, Trauma and Income Protection products
Experienced in managing claims and insurer relationships
Confident supporting advice preparation and implementation
Skilled in Xplan or similar financial planning software
Highly organised, detail-focused and committed to exceptional client service
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📌 Senior Client Services Officer (Queensland)
🏢 Bentley Recruitment
📍 Queensland