Client Service Officer

BDO

Brisbane, Queensland, Australia
Experience in financial planning industry
High attention to detail
Strong communication skills
The role involves managing operational, administrative, and service-related matters for a portfolio of high net worth financial planning clients

Job Summary

  • The role involves managing operational, administrative, and service-related matters for a portfolio of high net worth financial planning clients.
  • Candidates will benefit from regular training, mentoring, and development opportunities within a supportive team environment.
  • BDO offers comprehensive benefits including health and wellbeing programs, study support, and inclusive culture initiatives.

Matching Summary

The role involves managing operational, administrative, and service-related matters for a portfolio of high net worth financial planning clients.

Skills & Requirements

Must-have

  • Experience in financial planning industry
  • High attention to detail
  • Strong communication skills
  • Relationship building skills
  • Multitasking capabilities

Nice-to-have

  • Growth mindset and willingness to learn
  • Team player attitude
  • Experience with XPlan software

Key Requirements

  • Experience in similar role or exposure to Financial Planning industry
  • Relevant qualifications preferred

Work Rights

Not specified

Tailored Resume

Cover Letter