Client Services Officer

4 weeks ago

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 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.

**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. Opportunities to continue advancing your career development.

**Let’s talk about you**

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

- You have experience delivering exceptional Client Services and a true interest in Financial Planning.
- Excellent client and stakeholder relationship management 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**:

  • Client Service Officer

    5 days ago

    Sydney, New South Wales, Australia NSW Government -Corporate Services Full time

    Client Service Officer- Location: Various (Maroubra, Burwood, Strawberry Hills, Miranda ,Hurstville, Waterloo, Surry Hills)**:Employment type : 1x Ongoing full-time and 5x Temporary full-time:- Grade : Clerk Grade 2/4:Salary : $71,926 pa $83,211 pa plus superannuation and annual leave loading:- Talent pool will also be createdAbout the workHousing Services...

  • Client Service Officer

    4 weeks 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

    2 weeks 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...

  • Client Services Officer

    1 week 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...

  • Client Services Officer

    6 days ago

    Sydney, Australia Nexia Australia And New Zealand Full time

    Client Services Officer **22nd April, 2024** **The Opportunity** Exciting opportunity for a motivated Client Services Officer to join our accounting firm. This is a opportunity to work in a social and supportive team in a professional and friendly environment. **The Role** - Meeting and greeting clients and act as a liaison with internal clients and...

  • Client Service Officer

    5 days ago

    Sydney, New South Wales, Australia Osborne Richardson Australia Full time

    Salary:$40-$45 per hourLocation:NSW - Regional, NSW - SydneyRef:ClientSrvcOffcrDescription:Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team.Pay Rate: $41.59 per hourDuration: ASAP - 29/03/24Location: Newcastle NSWNSW Trustee & Guardian protects, promotes and supports the rights, dignity,...

  • Client Services Officer

    2 months ago

    Sydney, Australia Chandler Macleod Full time

    **Location*** - Sydney, New South Wales - **Category*** - Office Support - **Salary** - $32 AUD - $35 AUD Hourly - **Posted** - 01-May-2024 - **Work type** - Contract - **Contact** - Andrew Murphy - **Reference** - 9109-14532014 - **Overview** The role acts autonomously in relation to providing advice, referral and provision of some housing assistance...

  • Client Services Officer

    1 month ago

    Sydney, Australia Chandler Macleod Full time

    Overview The Client Service Officer needs to understand, interpret and apply standards, legislation, policy and guidelines in providing services to clients and in managing properties and tenancies.The role acts autonomously in relation to providing advice, referral and provision of some housing assistance however line manager approval is needed for some...

  • Client Services Officer

    5 days ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    Overview The Client Service Officer needs to understand, interpret and apply standards, legislation, policy and guidelines in providing services to clients and in managing properties and tenancies.The role acts autonomously in relation to providing advice, referral and provision of some housing assistance however line manager approval is needed for some...

  • Client Services Officer

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am – 5pm Monday to Friday About the company: Our client is looking for a friendly and dynamic Client Services Officer to complement their friendly team and help them to manage...

  • Client Services Officer

    2 months ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am – 5pm Monday to Friday About the company: Our client is looking for a friendly and dynamic Client Services Officer to complement their friendly team and help them to manage...

  • Client Services Officer

    5 days ago

    Sydney, New South Wales, Australia Nexia Australia And New Zealand Full time

    Client Services Officer22nd April, 2024The OpportunityExciting opportunity for a motivated Client Services Officer to join our accounting firm. This is a opportunity to work in a social and supportive team in a professional and friendly environment.The Role Meeting and greeting clients and act as a liaison with internal clients and external suppliers...

  • Client Services Officer

    6 days ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V Posted: 28 days ago Share this job Job description Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am...

  • Client Service Officer

    6 days 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 -...

  • Client Services Officer

    4 weeks ago

    Sydney, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V-110965 Posted: 28 days ago Share this job Job...

  • Client Services Officer

    4 weeks ago

    Sydney, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V-110965 Posted: 27 days ago Share this job Job...

  • Client Services Officer

    4 weeks ago

    Sydney, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V-110965 Posted: 29 days ago Share this job Job...

  • Client Services Officer

    3 weeks ago

    Sydney, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V-110965 Posted: about 1 month ago Share this job Job...

  • Client Services Officer

    4 weeks ago

    Sydney, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V-110965 Posted: 25 days ago Share this job Job...

  • Client Services Officer

    3 weeks ago

    Sydney, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V-110965 Posted: 30 days ago Share this job Job...