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Client Relations Specialist
2 months ago
Are you passionate about Client Relations and administrative support? This is an opportunity you won't want to overlook.
We are excited to present a permanent, full-time position within our Client Relations division, where you will play a vital role in assisting our Financial Advisers. This role is based in a collaborative office environment.
Your typical responsibilities will include:
- Generating detailed and accurate client review reports for Advisers.
- Communicating with fund managers and managing client portfolios using financial planning tools.
- Scheduling appointments, managing documents, and performing data entry, along with providing general administrative assistance.
- Ensuring high-quality service delivery to clients through both written and verbal communication.
What we offer:
- Comprehensive training with a dedicated mentor to ensure a smooth onboarding process.
- A clear pathway for career advancement and ongoing professional development.
- Opportunities for continuous growth in your career.
About you:
You are dedicated to delivering exceptional experiences to clients and possess the following qualifications:
- Experience in providing outstanding Client Services with a genuine interest in Financial Planning.
- Strong skills in managing client and stakeholder relationships.
- Exceptional attention to detail and organizational abilities.
- A collaborative team player who encourages others to learn and grow.
About our team:
Our enthusiastic team is characterized by:
- A wealth of expertise in Client Services and financial planning.
- A supportive and positive atmosphere, committed to delivering quality service.
- Strong connections with stakeholders both locally and nationally.
About Findex:
Why choose Findex? #Writeyournextchapter
We foster a dynamic work environment that prioritizes well-being, allowing our employees to work from locations where they feel most engaged and productive, blending remote and in-office work.
If you are looking to be part of a progressive organization that values a client-first approach and promotes internal mobility, we would love to hear from you.
Next steps:
We look forward to your application. Please note that you will be directed to our careers page to apply.
Important note:
Only candidates with valid working rights within Australia will be considered. Findex is an equal opportunity employer, committed to creating an inclusive environment for all employees and encouraging applications from diverse backgrounds.
Note for Recruitment Agencies:
This role is managed by Findex Talent Acquisition, and we do not accept unsolicited resumes or applications from Recruitment Agencies.
