Client Service Liaison

6 days ago


Geelong, Victoria, Australia Findex Full time

About the Role

We are seeking an experienced Client Service Liaison to join our team at Findex. As a key member of our Client Services team, you will be responsible for providing exceptional client service and administrative support to our team of Financial Advisers.

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.

About You

You will be 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.

About Our Team

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.

About Us

Findex is a dynamic and supportive business that values a client-first approach. We are passionate about delivering quality service and empowering our people to operate from wherever they find themselves most engaged, productive, and collaborative.



  • North Geelong, Victoria, Australia Geelong Property Hub Full time

    We're seeking a Client Relationships Liaison to be the welcoming face of our department at Geelong Property Hub.This role involves ensuring our department runs seamlessly, with the Client Relationships Liaison being the first point of contact for incoming inquiries, directing them with grace and efficiency.Key responsibilities include effective time...


  • North Geelong, Victoria, Australia DEAKIN UNIVERSITY Full time

    Job DescriptionAbout the Role:We are seeking an experienced Client Experience Librarian to join our team at Deakin University.About You:To be successful in this role, you will have a degree in Library and Information Science and/or postgraduate qualifications, along with experience in front-line customer service and using various software applications and...


  • Geelong, Victoria, Australia Findex Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our Client Services team as a Client Services Officer. In this role, you will provide exceptional support to our Financial Advisers, ensuring efficient workflow management and delivering high-quality service to our clients.Key ResponsibilitiesPrepare accurate and reconciled...


  • Geelong, Victoria, Australia Findex Full time

    About the RoleWe are seeking a motivated and self-driven individual to join our Client Services team as a Client Services Coordinator. In this role, you will provide administrative support to our team of Financial Advisers, ensuring that team workflow is managed efficiently.Key ResponsibilitiesPrepare accurately reconciled client review reporting for...


  • Geelong, Victoria, Australia Findex Full time

    About the RoleWe are seeking a motivated and self-driven individual to join our Client Services team as a Client Services Officer. In this role, you will provide administrative support to our team of Financial Advisers, ensuring efficient workflow management and delivering exceptional client service.Key ResponsibilitiesPrepare accurately reconciled client...


  • Geelong, Victoria, Australia Findex Full time

    About the RoleWe 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 Geelong office.Key ResponsibilitiesPrepare accurately reconciled client review reporting for Advisers.Liaise with fund managers and maintain client portfolios through...


  • Geelong, Victoria, Australia Findex Full time

    About the RoleWe 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 Geelong office.Key ResponsibilitiesPrepare accurately reconciled client review reporting for our Financial Advisers.Liaise with fund managers and maintain client portfolios...


  • North Geelong, Victoria, Australia The Gordon Full time

    About the RoleThe Gordon is seeking a highly skilled and dedicated Koorie Liaison Officer to join our team. As a key member of our Aboriginal Education Support Unit, you will play a vital role in connecting individuals with our services and opportunities.As a Koorie Liaison Officer, you will serve as the primary point of contact for Aboriginal and Torres...


  • North Geelong, Victoria, Australia The Gordon Full time

    About the RoleWe are seeking a highly motivated and culturally sensitive Koorie Liaison Officer to join our team at The Gordon. As a key member of our Aboriginal Education Support Unit, you will play a vital role in connecting individuals with our services and opportunities.Key ResponsibilitiesProvide primary point of contact for Aboriginal and Torres Strait...


  • North Geelong, Victoria, Australia The Gordon Full time

    Role OverviewThe Koorie Liaison Officer will serve as the primary point of contact for Aboriginal and Torres Strait Islander students and community members, providing access to The Gordon's services and staff. This role requires a strong understanding of Aboriginal and Torres Strait Islander cultures and a commitment to fostering educational and cultural...

  • Client Associate

    3 weeks ago


    North Geelong, Victoria, Australia Findex Full time

    About the RoleWe are seeking a highly skilled and motivated Client Associate to join our Financial Planning team at Findex. As a Client Associate, you will play a critical role in ensuring the smooth operation of our team's workflow, utilizing relevant Findex systems and adhering to our policies and procedures.Key ResponsibilitiesDevelop and maintain...


  • North Geelong, Victoria, Australia The Gordon Full time

    About the RoleWe are seeking a highly motivated and culturally sensitive Koorie Liaison Officer to join our team at The Gordon. As a key member of our Aboriginal Education Support Unit, you will play a vital role in connecting individuals with our services and opportunities.Key ResponsibilitiesProvide primary point of contact for Aboriginal and Torres Strait...


  • North Geelong, Victoria, Australia The Gordon Full time

    About the RoleWe are seeking a highly motivated and culturally sensitive Koorie Liaison Officer to join our team at The Gordon. As a key member of our Aboriginal Education Support Unit, you will play a vital role in connecting individuals with the services and opportunities at The Gordon.Key ResponsibilitiesProvide awareness on education and career pathways...


  • North Geelong, Victoria, Australia Workforce Extensions Full time

    We are seeking a skilled Sales and Service Liaison to join our team at Workforce Extensions Geelong. This role will involve creating sales opportunities through enthusiastic and proactive service provision, accepting and processing orders, and meeting and exceeding customer expectations.About the role:Develop and maintain strong relationships with customers...


  • North Geelong, Victoria, Australia The Gordon Full time

    About the RoleWe are seeking a dedicated and passionate Aboriginal Liaison Officer to join our team at The Gordon. As a key member of our team, you will play a vital role in connecting individuals with the services and opportunities available at our institution.Key Responsibilities:Provide awareness on education and career pathways for both current and...


  • North Geelong, Victoria, Australia Geelong Full time

    Your Key Responsibilities:You will work collaboratively with the multi-disciplinary team at St John of God Geelong Hospital to deliver high-quality clinical occupational therapy services to clients and patients. This will involve providing evidence-based clinical practice skills, ensuring adherence to Occupational Therapy Australia's Code of Ethics and...


  • North Geelong, Victoria, Australia Geelong Property Hub Full time

    Client Relationships ManagerWe're seeking a skilled Client Relationships Manager to join our dynamic team at Geelong Property Hub. As a key member of our department, you'll play a vital role in ensuring seamless communication and exceptional client experiences.Key Responsibilities:Manage and maintain strong relationships with clients, ensuring their needs...


  • North Geelong, Victoria, Australia Geelong Property Hub Full time

    About the RoleWe are seeking a highly skilled Client Relationships Manager to join our dynamic team at Geelong Property Hub. As a key member of our department, you will play a vital role in ensuring seamless communication and exceptional customer service.Key ResponsibilitiesProvide exceptional customer service and support to clients, ensuring their needs are...


  • Geelong, Victoria, Australia Commonwealth Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Client Acquisition VIC to join our Commercial Business Banking team. As a key member of our team, you will be responsible for identifying and developing new business lending opportunities for regional commercial businesses with revenue $50m-$150m.Key Responsibilities:Identify...


  • North Geelong, Victoria, Australia Geelong Property Hub Full time

    About the RoleWe are seeking a highly organized and communicative Client Relationships Manager to join our dynamic team at Geelong Property Hub. As the first point of contact for incoming inquiries, you will play a crucial role in ensuring our department runs seamlessly.Key ResponsibilitiesManage and coordinate the schedules of our Field Officers to ensure...