Senior Client Services OfficerNew

Bentley; Brisbane; On-site; AUD 130,000 - 190,000; Full time

Benefits offered by this job

Long-term career opportunity

Process improvement focus

Work with experienced advisers

Mentorship & development

Supportive, close-knit team

Job summary

Bentley is seeking an experienced CSO to own client service delivery, support senior financial advisers and improve operational processes. This role combines complex advice implementation with workflow management, mentoring and process improvement as the business prepares for its next growth phase.

You will lead onboarding, KYC/AML checks, review cycles, manage ongoing fee arrangements and platform administration.

Qualifications

• Strong background in end-to-end financial planning administration/adviser support
• Advanced SOA implementation and complex strategy experience
• Hands-on knowledge of various wrap platforms
• Confident with financial planning CRMs, Microsoft 365 and compliance
• Highly organised, proactive and capable of working autonomously

Responsibilities

• Lead workflow management and maintain service standards
• Implement complex advice strategies
• Oversee client onboarding, KYC/AML checks and review cycles
• Manage ongoing fee arrangements and business administration
• Handle deceased estates, EPoA matters and platform administration
• Identify process gaps and drive operational improvements
• Mentor team members and help build scalable CSO processes

Skills

Financial planning admin

SOA implementation

Complex strategy

Autonomous work

CRM & compliance

Tools

Wrap platforms

Financial planning CRMs

Microsoft 365

Job description

An opportunity for an experienced CSO to take ownership of client service delivery, support senior financial advisers and improve operational processes. This role combines complex advice implementation with workflow management, mentoring and process improvement as the business prepares for its next stage of growth.

• Lead workflow management and maintain service standards
• Implement complex advice strategies
• Oversee client onboarding, KYC/AML checks and review cycles
• Manage ongoing fee arrangements and business administration
• Handle deceased estates, EPoA matters and platform administration
• Identify process gaps and drive operational improvements
• Mentor team members and help build scalable CSO processes

About the role

An opportunity for an experienced CSO to take ownership of client service delivery, support senior financial advisers and improve operational processes. This role combines complex advice implementation with workflow management, mentoring and process improvement as the business prepares for its next stage of growth.

• Lead workflow management and maintain service standards
• Implement complex advice strategies
• Oversee client onboarding, KYC/AML checks and review cycles
• Manage ongoing fee arrangements and business administration
• Handle deceased estates, EPoA matters and platform administration
• Identify process gaps and drive operational improvements
• Mentor team members and help build scalable CSO processes

Skills & Experience

• Strong background in end-to-end financial planning administration/adviser support
• Advanced SOA implementation and complex strategy experience
• Hands-on knowledge of various wrap platforms
• Confident with financial planning CRMs, Microsoft 365 and compliance
• Highly organised, proactive and capable of working autonomously

Benefits

• A genuine long-term career opportunity with room to grow
• Play a key role in improving processes and supporting business growth
• Work closely with experienced Financial Advisers
• Mentorship, training and ongoing professional development
• Supportive, close-knit team with a strong family feel

About the Company/Culture

Join an established financial advice business with a growing presence across South East Queensland. With ambitious expansion plans over the next five years, the business is investing in its people, technology and processes to support sustainable growth.

The team values integrity, genuine care, collaboration and continuous improvement. You'll be part of a supportive environment where your contribution matters, your ideas are welcomed and you can help shape how the business operates as it grows.