Client Services Officer | Part-time
- Join a growing boutique financial advice practice as a Client Services Officer.
- Deliver exceptional client service and coordinate advice implementation.
- Build strong client relationships and manage superannuation processes.
About the role
An exciting opportunity exists for an experienced Client Services Officer to join a growing boutique financial advice practice. Working closely with the Principal Adviser, you'll play a key role in delivering exceptional client service, coordinating advice implementation, and ensuring clients receive a seamless experience throughout their financial journey.
- Execute investment and superannuation trades
- Coordinate advice implementation
- Manage super rollovers and recontribution strategies
- Liaise with clients throughout fund transfer processes
- Build strong client relationships through regular contact
- Allocate and oversee tasks completed by offshore support staff
Skills & Experience
- Experience as a Client Services Officer in financial planning, ideally 3+ years experience
- Strong knowledge of superannuation and investment products
- Experience with HUB24 or similar platforms
- Confident client communication and relationship skills
- Highly organised with strong attention to detail
Benefits
- Flexible part-time schedule across 4 days per week
- Hybrid WFH arrangement after initial onboarding
- Direct mentoring from an experienced Financial Adviser
- Supportive, low-ego environment focused on outcomes
- Opportunity to grow alongside a rapidly expanding business
About the company / Culture
Our client is a boutique, self-licensed financial advice practice specialising in holistic wealth management, retirement planning, investment strategies and superannuation advice.
With a growing base of high-net-worth and pre-retiree clients, the business has established a reputation for delivering highly personalised advice and service.
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.
Please note only shortlisted candidates will be contacted.
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Skills
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