Client Services Officer
1 month ago
We are seeking a motivated and self-driven individual to join our Client Services team as a Client Services Officer. This is a permanent, full-time opportunity based in our Albury office.
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 and data entry and deliver general ad-hoc administrative support.
- Deliver quality service and outputs to client in both written and verbal form.
- 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.
You are a passionate about providing a great experience to your stakeholders and have the following background:
- You have experience delivering exceptional Client Services and a true interest in Financial Planning.
- 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 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.
Findex is a dynamic and bold business 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.
We are an equal opportunity employer and value diversity and are committed to creating an inclusive environment for all employees. We encourage applications from candidates with a variety of strengths, backgrounds and experiences.
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