Client Services Officer

2 months ago


Colac, Australia Findex Full time

About Findex

Findex is a dynamic and forward-thinking financial services company that values a client-first approach. We're passionate about empowering our people to operate from wherever they find themselves most engaged, productive, and collaborative.

Job Summary

We're seeking a motivated and self-driven Client Services Officer to join our team in Geelong. As a key member of our Client Services team, you'll play a vital role in supporting our team of Financial Advisers and ensuring seamless workflow management.

Key Responsibilities

  • Prepare accurately reconciled client review reporting for Advisers.
  • Liaise with fund managers and maintain client portfolios through financial planning software.
  • Booking appointments, document management, data entry, and deliver general ad-hoc administrative support.
  • Deliver quality service and outputs to clients in both written and verbal form.

What We Offer

  • 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.

About You

We're looking for a passionate and dedicated individual who is committed to delivering exceptional Client Services and has a true interest in Financial Planning. You'll have:

  • 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.

Our Team

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



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