Client Services Officer

7 days ago

Toowoomba, Australia Findex Full time

Grow your career. Develop your skills, along with your personal brand. Collaborate with your colleagues, working from home and/or the office.

Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself.

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team. Day to day, you will support 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
- Deliver quality service and outputs to client in both written and verbal form
- General ad-hoc administrative support as required

**More about the perks**
- We aim to provide flexible schedules, work environments and experiences (3 days in office/2 at home)
- A genuine opportunity for long-term career progression
- Continuous learning and development initiatives

**Let’s talk about you**

You are someone with..
- _A high level of customer service skills and a client centric approach _
- _A proactive mindset, a self-starter who takes ownership of their work _
- _Excellent communication and sound interpersonal skills _
- _Strong administration skills with Intermediate to Advanced MS Office _

**More about Findex**

**Why Findex? **_#writeyournextchapter _**

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

**Next Steps?**

**Please note**:

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