Client Services Coordinator
4 weeks ago
Unlock Your Potential in Client Services
We are seeking a motivated and self-driven individual to join our Client Services team as a Client Services Coordinator. This is a permanent, full-time opportunity based in our Albury office.
As a Client Services Coordinator, you will play a vital role in supporting our team of Financial Advisers. Your day-to-day tasks will include preparing accurately reconciled client review reporting, liaising with fund managers, and maintaining client portfolios through financial planning software.
What We Offer
- Comprehensive training and a dedicated buddy to support your growth
- A clear career development pathway and ongoing training support
- Opportunities to continue advancing your career development
About You
We are looking for a passionate individual who is dedicated to providing exceptional Client Services and has a true interest in Financial Planning. You will have excellent client and stakeholder relationship management skills, top-notch attention to detail, and organisational skills.
About Our Team
Our growing passionate team has a wealth of knowledge in Client Services and financial planning. We are a supportive, positive, and collaborative team who are passionate about delivering quality service.
About Us
Findex is a dynamic and forward-thinking company that values a client-first approach. We 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.
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