Senior Client Services Officer

1 week ago

Sydney, New South Wales, Australia Findex Full time

Senior Client Services Officer

  • Join a team who share a commitment to making a difference
  • Thrive with a hybrid working arrangement structure
  • Work for a company that develops and promotes its own talent

We're growing, and we want you to be a part of it

An enriching opportunity awaits you in our National Client Services Implementation team. If you have a passion for client engagement, the financial planning sector, and yearn for collaboration and a supportive team, look no further

Our Financial Planning team offers a wide range of wealth management, investment, lending, and insurance services to support individuals and businesses in managing their assets and growing their wealth. This is a permanent, full-time opportunity with dynamic working arrangements open to candidates based across Australia, but preferably in Sydney.

A Glimpse into Your Typical Week:

  • Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data.
  • Check and monitor asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions and liaising with Financial Institutions.
  • Communicate and collaborate with Advisers, Partners, Client Services team members and Corporate staff.
  • Ensure all client related tasks are completed in accordance within SLAs and regulation standards.

Perks We Offer: Findex values your growth and well-being.

  • Receive comprehensive training and a dedicated buddy for a smooth start.
  • Access a clear career development pathway with ongoing support.
  • Enjoy hybrid working arrangements and learn from your peers, with 2-3 days in the office.
  • Prioritise your work-life balance with Employee Assistance Program (EAP) access and health insurance benefits.

Let's talk about you:

  • Passionate about delivering top notch client and stakeholder experiences.
  • Proven Client Services experience in the Financial Planning industry.
  • Expertise in Investment Platforms and client implementation.
  • Team orientated with a passion to learn and grow.

Our Team Culture:

  • Be a part of our growing, supportive, positive, and collaborative team.
  • Connect with stakeholders locally and nationally as we work together towards shared success.
  • Thrive with the support of a team who share a common goal of helping communities.

About us

Why Findex? #WriteYourNextChapter

At Findex we are passionate about what we do and how we do it. With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn't limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

If this sounds like you, we look forward to meeting you. Apply now

PLEASE NOTE:

Only candidates with valid working rights within Australia will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies:

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

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