Client Services Officer

7 months ago

Toowoomba, Australia Findex Full time

We have an exciting opportunity for a motivated and self-driven person to join our Client Services team supporting our team of Financial Advisers in Toowoomba or Townsville. This is a 12-month contract with the opportunity to work in hybrid working conditions. 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.

Looking for a one-of-a-kind opportunity to grow your career in a diverse financial services and technology company, and work on something cutting edge? Do you want to be part of a community of like-minded professionals who are revolutionising the way financial services are delivered? Are you quick thinking and ready to push boundaries?

**Love Client Services and administration? Here is an opportunity not to be missed**

We have an exciting opportunity for a motivated and self-driven person to join our Client Services team supporting our team of Financial Advisers in Toowoomba or Townsville. This is a 12-month contract with the opportunity to work in hybrid working conditions. 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
- Deliver quality service and outputs to client in both written and verbal form
- Support our Client Associate team General ad-hoc administrative support

**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 _**

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. Are you a bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?

**Next steps**

**PLEASE NOTE**:
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes.

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