About the roleJoin 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 responsibilitiesPrepare client packs, reports, and review documentsImplement SOAs and ROAs accurately and promptlyCoordinate with product and insurance providersMaintain proactive client communication and relationshipsFollow up on outstanding documentation for timely submissionKeep client records updated in CRM systemsLiaise with paraplanners and advisers to ensure smooth workflowsSkills & ExperienceClient Services Officer experience in financial planningStrong understanding of financial planning processesProficient with Xplan workflows and tasksExcellent attention to detail and time managementThrive under pressure and prioritise effectivelyBenefitsCompetitive salary packageProfessional development opportunitiesPositive, inclusive work cultureLow staff turnover reflecting employee satisfactionClear career growth pathwaysHealth and wellness programsAbout the company / CultureOur 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 applyClick 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. #J-18808-Ljbffr
Job Title
Client Services Manager