Client Services Officer

4 weeks ago


Albury, Australia Findex Full time

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 Officer - Financial Planning Support. This is a permanent, full-time opportunity based in our Albury office.

As a Client Services Officer, 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 advance your career and continue learning

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 a genuine team player attitude.

About Our Team

Our growing team is passionate about delivering quality service and has a wealth of knowledge in Client Services and financial planning. We are a supportive, positive, and collaborative team that is connected with stakeholders in the business both locally and nationally.

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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