Client Services Officer

2 days ago


Canberra, Australia Findex Full time

Do you love Client Services and Administration? Here is an opportunity not to be missed We have an exciting dual opportunity for a motivated, self-driven and passionate person to join our Client Services team. Join us as a Client Services Officer in a permanent, onsite, full-time position, at our Canberra office. In this dual role, you will support our Advisers and Administrators to ensure that team workflow is managed efficiently by performing Client Services Officer & some Front of House reception duties. 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 dual opportunity for a motivated, self-driven and passionate person to join our Client Services team. Join us as a Client Services Officer in a permanent, onsite, full-time position, at our Canberra office.

In this dual role, you will support our Advisers and Administrators to ensure that team workflow is managed efficiently by performing Client Services Officer & some Front of House reception duties. 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?**
- Permanent reception cover each Friday, whilst delivering quality service and outputs to all clients.
- Prepare accurately reconciled client review reporting for Advisers.

**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.Join a supportive team who want you to thrive

**Let’s talk about you**

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

- Client Services / Front of house 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 serviceConnected 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**:
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