Client Services Officer

8 hours ago

Sydney, Australia Findex Full time

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make your journey a success, so you can grow your career

**Do you love Client Services and administration? Here is an opportunity not to be missed**

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office.

Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make your journey a success, so you can grow your career

**What will your typical week look like?**
- 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 Support our Client Associate team

**More about the perks**
- Comprehensive training including a dedicated buddy to get you off to the right start
- Clear career development pathway and ongoing training support Flexible working arrangements - work from home and the office (3 days office, 2 days from home)

**Let’s talk about you**

You are a passionate about providing a great experience to your stakeholders and have the following background:

- Client Services experience
- Excellent client and stakeholder relationship skills
- Top notch attention to detail and organisational skills A genuine team player with the ability to empower other people to learn and develop

**Let’s talk 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**

**Why Findex? #Writeyournextchapter**

With a passion for well-being, we adopt a dynamic working environment and 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.

If you would like to be a part of a big and bold business who value a client first approach, and who passionately recruit and promote from within (with 31% of hires being internal mobility), then we want to hear from you.

**Next steps?**

**PLEASE NOTE**:
**Note for Recruitment Agencies**:

  • Client Services Officer

    3 weeks ago

    Sydney, New South Wales, Australia QTAC Guidance Officer Advisory Group Full time

    We are seeking a CSO eager to develop a long-term career in finance to join Pivot Wealth, an award-winning financial advice firm in the heart of Sydney's CBD.About Pivot WealthAt Pivot Wealth, we work with high net-worth Accumulators to help our clients achieve a life not limited by money through our dedicated Advice team, tailored financial plans & ongoing...

  • Client Service Officer

    6 days ago

    Sydney, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...

  • Client Service Officer

    2 weeks ago

    Sydney, Australia Mercer Full time

    We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...

  • Client Service Officer

    6 days ago

    Sydney, Australia NSW Department of Communities and Justice Full time

    Division: Estate Management- Location: Sydney, NSW, AU, 2000- Req ID: 56461**Client Service Officer - NSW Trustee & Guardian** - Current and future ongoing full-time vacancies. - Clerk Grade: 3/4. Base salary $74,117 to $81,158 p.a. plus superannuation and annual leave loading. This is a unique opportunity to join NSW Trustee & Guardian in a frontline role...

  • Client Services Specialist

    3 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Client Services Specialist

    3 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Client Service Officer

    4 days ago

    Sydney, Australia Ampersand Full time

    **Pay rate**:$31 P/H +Super - **Duration**: 3 Months (Potential for Extension) - **Location**:Miranda, Maroubra, Burwood, Strawberry Hills **Primary purpose of the role**: Provides a broad range of applicant, tenancy and property management services and advice to clients, advocates and other stakeholders. - **Key accountabilities**: Work directly with...

  • Client Services Officer

    2 weeks ago

    Sydney, Australia Pinstripe Recruitment Full time

    Client Services Officer - Do you have experience utilizing XPlan to its fullest potential including, threads and tasks, portfolios (IPS) and risk researcher? - Are you motivated by client satisfaction? If you’ve answered yes, then read on This is a great opportunity to join a boutique wealth firm located in the heart of the Sydney CBD and take your...

  • Client Services Officer

    2 weeks ago

    Sydney, Australia Curtis Partnership Full time

    Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...

  • Client Service Officer

    2 weeks ago

    Sydney, Australia Indigeco Full time

    Role title: Client Service Officer Pay Rate: $39.56 Per Hour + Super Duration: Ends 28/06/24 Location: Griffith **All 5 days work from office** Check Required NCRC Check Must have a drivers licence Description: - Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and...