Senior Client Services Officer

2 weeks ago


Brisbane, Queensland, Australia Findex Full time

About the Role

We are seeking a highly skilled and experienced Senior Client Services Officer to join our Wealth Client Services Implementation team at Findex. As a key member of our team, you will be responsible for coordinating the onboarding of client accounts, ensuring seamless implementation of client advice, and managing client data.

Key Responsibilities

  • Coordinate the onboarding of client accounts, statements of advice, and preparation of advice implementation.
  • Monitor asset transfers, place buys and sells on investment funds, manage withdrawals and contributions, and liaise 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 with SLAs and regulation standards.

What We Offer

  • Comprehensive training and a dedicated buddy for a smooth start.
  • Access to a clear career development pathway with ongoing support.
  • Hybrid working arrangements and opportunities to learn from peers.
  • Prioritization of 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-oriented with a passion to learn and grow.

About Findex

Findex is a leading provider of financial services, committed to empowering our people to work in a way that best meets their needs and those of their team and clients. We value diversity and are committed to creating an inclusive environment for all employees.



  • Brisbane, Queensland, Australia Fuse Recruitment Full time

    Job SummaryFuse Recruitment is seeking an experienced Client Services Officer to join our team in a permanent position. As a key member of our team, you will be responsible for providing high levels of customer service, acting as the contact point for new and existing clients.Key ResponsibilitiesProvide administrative support to your team, undertaking fact...


  • Brisbane, Queensland, Australia Findex Full time

    About the RoleWe are seeking a passionate and experienced Senior Client Services Officer to join our growing Wealth Client Services Implementation team.Key ResponsibilitiesCoordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data.Check and monitor asset transfers, placing...


  • Brisbane, Queensland, Australia BDO Australia Full time

    {"title": "Client Services Officer", "description": "About BDO AustraliaWe empower people and realise possibilities by hiring and developing exceptional talent to deliver advisory, audit, and accounting services.Current OpportunityWe're seeking a Client Services Officer to join our Business Services team in Brisbane. Your key responsibility will be to...


  • Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time

    {"title": "Client Service Officer", "content": "Join Our TeamWe are seeking a highly skilled and motivated Client Service Officer to join our team at Zanetti Recruitment & Consulting. As a Client Service Officer, you will be responsible for providing exceptional administrative support to our clients, ensuring their needs are met and exceeded.Key...


  • Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time

    {"title": "Client Service Officer", "content": "About the RoleWe are seeking a highly organized and detail-oriented Client Service Officer to join our team in Fortitude Valley. As a key member of our administrative team, you will provide professional support in managing client affairs accurately and on time.Key ResponsibilitiesProcess day-to-day...


  • Brisbane, Queensland, Australia Chandler Macleod Full time

    Job Title: Client Service OfficerWe are seeking experienced Client Service Officers to join our award-winning teams in the Financial Services industry. As a Client Service Officer, you will be the primary point of contact for new and existing clients, providing exceptional customer service and administrative support to your team.Key Responsibilities:Provide...


  • Brisbane, Queensland, Australia Chandler Macleod Full time

    Job Title: Client Service OfficerWe are seeking experienced Client Service Officers to join our award-winning teams in the Financial Services industry. As a Client Service Officer, you will be the primary point of contact for new and existing clients, providing exceptional customer service and administrative support to your team.Key Responsibilities:Provide...


  • Brisbane, Queensland, Australia Chandler Macleod Full time

    We are seeking experienced Client Service Officers to join our award-winning teams in the Financial Services industry. As a Client Service Officer, you will be the primary point of contact for new and existing clients, providing exceptional customer service and administrative support to your team.**Key Responsibilities:**Provide high levels of customer...


  • Brisbane, Queensland, Australia Chandler Macleod Full time

    About the RoleWe are seeking experienced Client Service Officers to join our award-winning teams within the Financial Services industry. As a Client Service Officer, you will be the primary point of contact for new and existing clients, providing exceptional customer service and administrative support to your team.Key ResponsibilitiesProvide high levels of...


  • Brisbane, Queensland, Australia Chandler Macleod Full time

    Client Service Officer OpportunityWe are seeking experienced Client Service Officers to join our award-winning teams in the Financial Services industry. As a key contact point for new and existing clients, you will provide high levels of customer service and administrative support to your team.Key Responsibilities:Provide exceptional customer service, acting...


  • Brisbane, Queensland, Australia Sage Lake Senior Living Full time

    About Sage Lake Senior LivingSage Lake Senior Living is a leading provider of innovative, integrated senior living solutions. We partner with our clients to deliver exceptional care and services to seniors, ensuring their needs are met with compassion and expertise.The RoleWe are seeking a highly skilled Civil Design Engineer to join our team as a Project...


  • Brisbane, Queensland, Australia Integral Senior Living Full time

    About the RoleWe are seeking a highly skilled Senior Frontend Web Developer to join our professional services team. As a key member of our team, you will have the opportunity to work on a variety of projects across different sectors, focusing on delivering high-quality technical solutions that meet our clients' needs.Key ResponsibilitiesLead the technical...


  • Brisbane, Queensland, Australia Aon Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Client Executive to join our team at Aon. As a Senior Client Executive, you will be responsible for handling a range of account management, servicing, sales, and administration responsibilities.Key ResponsibilitiesHandling high-volume online and offline enquiries via phone and...


  • Brisbane, Queensland, Australia Integral Senior Living Full time

    About the RoleWe are seeking a highly skilled Senior Frontend Web Developer to join our professional services team. As a key member of our team, you will have the opportunity to work on a variety of projects across different sectors, focusing on delivering high-quality technical solutions that meet our clients' needs.Key ResponsibilitiesLead the technical...


  • Brisbane, Queensland, Australia Integral Senior Living Full time

    About the RoleSquiz is seeking a highly skilled and experienced Senior Frontend Web Developer to join its professional services team. As a key member of the team, you will have the opportunity to work on a variety of projects across different sectors, focusing on delivering high-quality solutions that meet client expectations.Key ResponsibilitiesOverall...


  • Brisbane, Queensland, Australia Sage Lake Senior Living Full time

    About the RoleWe are seeking a highly skilled Senior Civil Design Engineer to join our team at Sage Lake Senior Living. As a key member of our design team, you will be responsible for collaborating with our Design Project Managers to effectively design and deliver components within your discipline for assigned projects.Key ResponsibilitiesDevelop and...


  • Brisbane, Queensland, Australia Fuse Recruitment Full time

    Senior Client Manager OpportunityWe are seeking an experienced Senior Client Manager to join our team at Fuse Recruitment. This role offers a fantastic opportunity to work with a national brokerage, providing excellent service to a range of Corporate and Mid Market clients.About the RoleAs a Senior Client Manager, you will be responsible for managing a...


  • Brisbane, Queensland, Australia Aon Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Client Executive to join our team at Aon. As a Senior Client Executive, you will be responsible for handling a range of account management, servicing, sales, and administration responsibilities.Key ResponsibilitiesHandling high volume of online/offline enquiries via phone and...


  • Brisbane, Queensland, Australia Sage Lake Senior Living Full time

    About the RoleWe are seeking a highly skilled Senior Civil Design Engineer to join our team at Sage Lake Senior Living. As a key member of our design team, you will be responsible for collaborating with Design Project Managers to effectively design and deliver components within your discipline for assigned projects.Key ResponsibilitiesDevelop and implement...


  • Brisbane, Queensland, Australia Fuse Recruitment Full time

    About the RoleWe are seeking a highly skilled Client Services Officer to join our team at Fuse Recruitment. As a Client Services Officer, you will play a critical role in providing exceptional customer service to our clients in the financial planning and wealth management industries.Key ResponsibilitiesProvide administrative support to our financial planning...