Client Services Officer

7 hours ago

Geelong, Australia Findex Full time

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 Geelong 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 Geelong 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.

**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. Opportunities to continue advancing your career development.

**Let’s talk about you**

You are 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.

**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**:

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