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Client Services Officer
1 month ago
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 full-time, permanent position based in our Geelong 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.
- Join a team who want you to thrive
- Start your financial planning your career with a supportive team & resources
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?
Apply now – we can't wait to hear from you Please note, you will be directed to our careers page to apply.
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.
