Client Services Professional

1 day ago


Albury, Australia Findex Full time

We are seeking a highly motivated and self-driven Client Services Professional to join our dynamic team in Albury.

As a key member of our Client Services team, you will play a critical role in supporting our Financial Advisers and ensuring the smooth operation of our office.

Your day-to-day tasks will include:

  • Preparing accurately reconciled client review reports for our Advisers;
  • Liaising with fund managers and maintaining client portfolios through financial planning software;
  • Booking appointments, managing documents, and delivering general administrative support;
  • Delivering exceptional service and outputs to clients in both written and verbal form.

In addition to your administrative duties, you will also have opportunities to continue advancing your career development within our growing company.

We offer a comprehensive training program, including a dedicated buddy to help you get started. You will also receive clear career development pathways and ongoing training support.

The ideal candidate will be a passionate and driven individual who is committed to providing outstanding client service. You will have experience delivering exceptional Client Services and a genuine interest in Financial Planning.

You will also possess excellent client and stakeholder relationship management skills, top-notch attention to detail, and strong organisational skills.

We value diversity and are committed to creating an inclusive environment for all employees. If you are looking for a new challenge and want to join a dynamic and supportive team, please apply now.



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