Client Services Officer

7 months ago


Sydney, Australia Findex Full time

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make your journey a success, so you can grow your career

**Do you love Client Services and administration? Here is an opportunity not to be missed**

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office.

Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make your journey a success, so you can grow your career

**What will your typical week look like?**
- Prepare accurately reconciled client review reporting for Advisers
- Liaise with fund managers and maintain client portfolios through financial planning software
- Booking appointments, document management and data entry and deliver general ad-hoc administrative support
- Deliver quality service and outputs to client in both written and verbal form Support our Client Associate team

**More about the perks**
- Comprehensive training including a dedicated buddy to get you off to the right start
- Clear career development pathway and ongoing training support Flexible working arrangements - work from home and the office (3 days office, 2 days from home)

**Let’s talk about you**

You are a passionate about providing a great experience to your stakeholders and have the following background:

- Client Services experience
- Excellent client and stakeholder relationship skills
- Top notch attention to detail and organisational skills A genuine team player with the ability to empower other people to learn and develop

**Let’s talk about our team**

Our growing passionate team has:

- A wealth of knowledge in Client Services and financial planning
- Supportive, positive and collaborative & passionate about delivering quality service Connected with stakeholders in the business both locally and nationally

**About us**

**Why Findex? #Writeyournextchapter**

With a passion for well-being, we adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.

If you would like to be a part of a big and bold business who value a client first approach, and who passionately recruit and promote from within (with 31% of hires being internal mobility), then we want to hear from you.

**Next steps?**

**PLEASE NOTE**:
**Note for Recruitment Agencies**:



  • Sydney, Australia The Services Company Full time

    The close-knit, collaborative and inclusive work culture of our client is something they are rightly proud of - and work tirelessly to maintain. Potential is rewarded, advancement is celebrated and input is welcomed. Your immediate team is small and friendly, with great relationships across the company’s hierarchy - and, tellingly, staff retention is...

  • Client Service Officer

    6 months ago


    Sydney, Australia Osborne Richardson Australia Full time

    **Salary**: $40-$45 per hour **Location**: NSW - Regional, NSW - Sydney **Ref**: ClientSrvcOffcr **Description**: Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team. Pay Rate: $41.59 per hour Duration: ASAP - 29/03/24 Location: Newcastle NSW NSW Trustee & Guardian protects, promotes and...

  • Client Service Officer

    7 months ago


    Sydney, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...


  • Sydney, Australia Mercer Full time

    We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...


  • Sydney, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure...

  • Client Service Officer

    7 months ago


    Sydney, Australia Mane Consulting Full time

    Permanent - Sydney CBD, New South Wales - Posted 45 mins ago - Up to AU$75000.00 per annum USD / Year - Salary: Up to AU$75000.00 per annum Exciting opportunity alert! Our client, an esteemed accounting firm in Sydney, seeks a Client Services Officer to join their team. **Role**: - Welcome clients warmly and liaise between internal and external parties -...


  • Sydney, Australia Marsh Pty Ltd Full time

    We are seeking a talented individual to join our Client Service team at Mercer. This role will be based in our Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a 12-month, fixed-term contract.As the Client Service Officer, you will act as a critical link between our clients and...


  • Sydney, Australia Talent Web Full time

    $70k - $80k + superannuation - Gain experience in lending and fund management - Huge opportunities for career growth and leadership **Our Client** My client is a growing, boutique Financial Services firm located in the heart of the CBD. This role is newly created and for someone who wants to come in and put their own stamp and become a key member in the...


  • Sydney, Australia Molander Recruiting Full time

    Large, mid-tier consulting firm in Sydney CBD - Great opportunity for someone who would like to start their professional career within reception and administration - Excellent working culture with several employee benefits - Work-life-balance and further progression for their staff **The Client** This is a large firm with approximately 250 staff in the...


  • Sydney, Australia Nexia Australia And New Zealand Full time

    Client Services Officer **24th September, 2024** **Are you ready to connect with your true potential?** At Nexia Australia, we don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. That's the promise we make to our clients, and it's the same promise we make to our great people. We do this...


  • Sydney, Australia Curtis Partnership Full time

    Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...

  • Client Service Officer

    7 months ago


    Sydney, Australia Indigeco Full time

    Role title: Client Service Officer Pay Rate: $39.56 Per Hour + Super Duration: Ends 28/06/24 Location: Griffith **All 5 days work from office** Check Required NCRC Check Must have a drivers licence Description: - Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and...


  • Sydney, Australia Employee Matters Pty Ltd Full time

    Support a busy, professional and inclusive team - no 2 days are the same! - Great office culture where there are regular fun in-house celebrations - Handy North Sydney location - near to train, shops and restaurants! **About Us** **Professional Wealth Services** is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their...

  • Client Service Officer

    6 months ago


    Sydney, Australia Verve Partners Full time

    Government Department - Contract role - Competitive hourly rate Are you passionate about delivering exceptional customer service and managing financial matters with precision? We seek and experienced and dedicated individual for the role of Client Service Officer to play a crucial role in managing a customer caseload, delivering excellent customer service...


  • Sydney, Australia Beaumont People Full time

    Collaborative Team Environment With Learning Opportunities - Career Growth Progression - Variety of Shifts Available With Shift Penalties Beaumont People are recruiting Client Service Officers on behalf of a specialist veterinary care unit based in North Ryde are looking for an experienced Client Services Officer. This position offers a diverse workload,...


  • Sydney, Australia Gilded Youth Full time

    Leading Boutique Firm; - CBD Location; - Excellent Work/ Life Balance; **About The Firm** A boutique Chartered Accounting and Corporate Advisory firm located in Sydney's CBD is looking for a talented Client Services Officer to join the business. **About The Role** Providing administrative support to the Partners, managers and a small team of other staff,...

  • Client Service Officer

    7 months ago


    Sydney, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks’ leave- - Join a high performing team based in Modern Sydney CBD offices- - Attractive salary package and career progression- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. - Jacaranda is...

  • Client Service Officer

    3 months ago


    Sydney, Australia HUB24 Group Full time

    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...


  • Sydney, Australia Therapy Connect Full time

    At Therapy Connect we make access to allied health therapy faster and easier, from wherever our clients are across Australia, no matter how remote or regional, we support people across the country! Every day we do work that has incredible purpose and meaning. As a Client Services Officer, you will be instrumental in ensuring NDIS participants and our other...


  • Sydney, Australia iCare Full time

    **Kent St** icare is seeking a Client Services Officer to coordinate medical examinations for Dust Diseases Care clients with providers in an efficient manner - 24 Month Fixed Term Contract with a 35 hour working week - 17.5% annual leave loading and flex leave - Hybrid working environment, offering starting salary of $93,295 **About the Role** In this...