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Senior Client Services Professional

2 months ago

Brisbane, Queensland, Australia Findex Full time
About the Role

We are seeking a passionate and experienced Senior Client Services Officer to join our growing Wealth Client Services Implementation team.

Key Responsibilities
  • Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data.
  • Check and monitor asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions and liaising with Financial Institutions.
  • Communicate and collaborate with Advisers, Partners, Client Services team members and Corporate staff.
  • Ensure all client related tasks are completed in accordance within SLAs and regulation standards.
What We Offer
  • Comprehensive training and a dedicated buddy for a smooth start.
  • Access a clear career development pathway with ongoing support.
  • Enjoy hybrid working arrangements and learn from your peers, with 2-3 days in the office.
  • Prioritise your work-life balance with Employee Assistance Program (EAP) access and health insurance benefits.
Requirements
  • Passionate about delivering top-notch client and stakeholder experiences.
  • Proven Client Services experience in the Financial Planning industry.
  • Expertise in Investment Platforms and client implementation.
  • Team orientated with a passion to learn and grow.
About Us

Findex is a company that values growth and well-being. We are passionate about empowering our people to work in a way that best meets their needs and those of their team and clients.