![Findex](https://media.trabajo.org/img/noimg.jpg)
Client Services Officer
3 days ago
**What will your typical week look like?**
- Attend to our incoming clients and phone lines, assisting our clients with their queries and scheduling appointments to ensure a high-quality service is provided.
- Communicate with advisers, partners and staff to ensure exceptional service delivery to support them in servicing client requests.
- Take charge of a wide range of administrative responsibilities, from lodging tax returns to managing ATO correspondence and ordering supplies.
- Dive into the world of client data management, collating of financial accounts and tax returns, liaising with the ATO on a variety of matters, and scanning.
**More about the perks**
- Recognising and rewarding exceptional achievements.
- Embracing a supportive and collaborative work environment that encourages innovation and teamwork.
- Receiving comprehensive training and guidance from a dedicated mentor to facilitate your learning and growth.
- Joining us to embark on a fulfilling journey of personal and professional development.
**Let’s talk about you**
You are someone with.
- Demonstrate a positive and professional attitude.
- Showcase excellent communication skills.
- Display strong multitasking and effective time management abilities.
- Proficiency in the Microsoft Office Suite.
**Let’s talk about our team**
- Collaborate with an exceptional admin team
- Thrive in a supportive work environment
- Benefit from a culture that values innovation and teamwork
- Experience a dynamic and rewarding role with Findex
**About us**
Why Findex? #writeyournextchapter
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 our communities.
We are passionate about what we do and how we do it. Do you take pride in delivering quality work, being accountable and maintaining high standards?
**Next Steps?**
**Please note**:
-
Client Services Officer
4 weeks ago
Geelong, Australia Findex Full timeDo 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 Geelong office. Day to day, you will support our Advisers and ensure...
-
Client Services Officer
2 months ago
Geelong, Australia Findex Full timeOur Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week). Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a...
-
Client Services Officer
4 weeks ago
Geelong, Australia Findex Full timeOur Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week). Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a...
-
Client Services Officer
2 weeks ago
Geelong, Australia Findex Full timeOur Lending team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a full-time basis. Our Lending team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a full-time basis. As a Lending Client Services Officer you will be...
-
Client Services Officer
2 weeks ago
Geelong, Victoria, Australia Relationship Matters Counselling and Mediation Full timeAbout the roleThe applicant must be able to work across more than one location, evenings and extended hours.Responsibilities will include: Respond to client enquiries and coordinate bookings. Perform data record tasks with a high degree of accuracy. Perform a broad range of administrative functions and support to staff. Provide administrative services and...
-
Client Services Officer
4 weeks ago
Geelong, Australia Findex Full timeDo 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 Geelong office. Day to day, you will support our Advisers and...
-
Client Services Officer
2 weeks ago
Geelong, Victoria, Australia Findex Full timeOur Self-Managed-Super-Fund (SMSF) team in Geelong is seeking a motivated individual to join as a Client Services Officer part-time (22.5 hours per week). As an SMSF Client Services Officer, you will work in a close-knit team focusing on innovation and collaboration, supporting the team manager and partners with compliance and administrative tasks to ensure...
-
Client Services Officer
2 months ago
Geelong, Australia Precision Jobs Full timeBy joining this small progressive manufacturing processing equipment importing and distributing business supplying a range of manufacturing industries, including Food & Bev and Pharmaceutical, you will provide key customer service and technical support. Responsibilities will include - Customer quoting and administration through Workflow Max system -...
-
Client Services Officer
4 weeks ago
Geelong, Australia Income Solutions Geelong Full timeBachelor of Commerce graduate position - Privately owned, boutique practice established 35+ years - Inclusive and supportive team culture that values people - Ongoing Training and development **Who We Are?** Income Solutions Geelong is a privately owned, boutique financial planning practice offering quality and comprehensive financial advice to a range of...
-
Client Services Officer
2 weeks ago
Geelong, Victoria, Australia Findex Full timeWe are in search of an active and enthusiastic Client Services Officer to join our Accounting & Tax team in Geelong. The perfect candidate will be highly driven and prepared to deliver exceptional customer and client service.Weekly Responsibilities:Interact with incoming clients and phone lines, assisting them with queries and scheduling appointments to...
-
Client Services Officer
2 weeks ago
Geelong, Victoria, Australia Income Solutions Geelong Full timeBachelor of Commerce graduate position Privately owned, boutique practice established 35+ years Inclusive and supportive team culture that values people Ongoing Training and developmentWho We Are?Income Solutions Geelong is a privately owned, boutique financial planning practice offering quality and comprehensive financial advice to a range of client ages...
-
Client Services Officer
1 week ago
Geelong, Australia Findex Full timeWe are currently seeking talented individuals to join our team and take advantage of the incredible perks and benefits we offer. If you’re looking for a rewarding and fulfilling career that will enhance your skills and provide you with exciting opportunities, then we want to hear from you. This is a minimum 6-month maternity leave cover contract. **Client...
-
Client Services Officer
3 weeks ago
Geelong, Australia Findex Full timeOur Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week). Our Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a...
-
Client Services Officer
2 weeks ago
Geelong, Victoria, Australia Findex Full timeWe are currently seeking talented individuals to join our team and take advantage of the incredible perks and benefits we offer. If you're looking for a rewarding and fulfilling career that will enhance your skills and provide you with exciting opportunities, then we want to hear from you. This is a minimum 6-month maternity leave cover contract.Client...
-
Client Services Officer
4 weeks ago
Geelong, Australia Findex Full timeOur Lending team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a full-time basis. As a Lending Client Services Officer you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be supporting our Lending Advisers by doing a variety of...
-
Client Services Officer
2 weeks ago
North Geelong, Victoria, Australia Findex Full timeOur Lending team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a full-time basis. As a Lending Client Services Officer you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be supporting our Lending Advisers by doing a variety of...
-
Client Services Officer
2 weeks ago
North Geelong, Australia Canny Group Full timeAre you seeking a dynamic, fulfilling, and diverse career within the financial services industry? Based in our spacious, open-plan, and newly refurbished office within the Federal Mills Business Precinct, you'll feel right at home surrounded by lush indoor greenery and forward-thinking colleagues representing diverse backgrounds. This is an initiative to...
-
Client Services Officer
4 weeks ago
Geelong, Australia Findex Full timeWe are looking for a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Geelong. The ideal candidate will be highly motivated and ready to provide excellent customer and client service. What will your typical week look like? Attend to our incoming clients and phone lines, assisting our clients with their queries and...
-
Customer Service Officer
2 weeks ago
Geelong, Victoria, Australia Gateways Support Services Full timeImmediate start in Geelong North Parttime (3 days/week) 3 Months contract Supportive and enthusiastic team and environmentAbout usOur staff are made up of mountain riders, comedians, skiers, surfers, video game superstars, movie buffs, Musicians, Single people, married people, cat people and dog people and moreyou will find that all people at Gateways all...
-
Client Services Officer
4 weeks ago
North Geelong, Australia Findex Full timeOur Self-Managed-Super-Fund (SMSF) team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part-time basis (22.5 hours per week). As an SMSF Client Services Officer you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be helping...