Client Services Manager

3 weeks ago

Brisbane, Queensland, Australia Buscojobs Full time

About the role
Join a high-performing client services team supporting financial advisers and business partners. Make key decisions, streamline workflows, and maintain exceptional client relationships in a fast-paced environment. Report directly to business partners and advisers.

Key responsibilities

Prepare client packs, reports, and review documents

Implement SOAs and ROAs accurately and promptly

Coordinate with product and insurance providers

Maintain proactive client communication and relationships

Follow up on outstanding documentation for timely submission

Keep client records updated in CRM systems

Liaise with paraplanners and advisers to ensure smooth workflows

Skills & Experience

Client Services Officer experience in financial planning

Strong understanding of financial planning processes

Proficient with Xplan workflows and tasks

Excellent attention to detail and time management

Thrive under pressure and prioritise effectively

Competitive salary package

Low staff turnover reflecting employee satisfaction

Health and wellness programs

About the company / Culture
Our client, based in the southern suburbs of the Gold Coast, is renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive, collaborative work environment, evidenced by low staff turnover. People enjoy working in this team because of the supportive culture, professional growth, and commitment to work-life balance.

How to apply
Click APPLY, or send your resume to Scott Munro at scott@bentleyrecruitment.com.au. For a confidential discussion, call 0468 496 046.

Please note, only shortlisted candidates will be contacted.

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