Client Services Officer

4 days ago

Geelong, Australia Findex Full time

We are looking for an energetic and motivated individual who displays initiative and has a flexible and positive attitude to join our diverse and collaborative team in our Geelong office.

**Client Services Officer - Geelong**
- **Modern, state of the art office with amazing views**:

- **Competitive salary, health insurance benefits and more**:

- **Join a growing business and make your mark**

At Findex, we believe in Dynamic working.

This is our new way of thinking about an agile and flexible global workforce. It places trust in our team members to focus on the output and value of their client work, not the amount of time spent in the office.

We are looking for an energetic and motivated individual who displays initiative and has a flexible and positive attitude to join our diverse and collaborative team in our Geelong office.

**What will your typical week look like?**
- Complete tasks in their local office or designated region to ensure completion of tasks, within required timelines
- Ensure all client related tasks in their local office or designated region are completed in accordance within internal and external service standards
- Attend to client tasks within the Beginner skill set
- Provide support to the Client Services team as required
- Responsible for file creation and management to support Adviser Support requirements
- Database entry and management, as directed
- General ad-hoc administrative support to as required such as printing, filing or scanning

**More about the perks**
- We aim to provide flexible schedules, work environments and experiences
- Competitive salary
- EAP access supporting a healthy work-life balance
- Clear career development pathway and ongoing training support
- Health insurance benefits

**Let’s talk about you**

You are someone with:

- 3+ Years of Administration experience
- Great time management
- Well organised with the ability to multi-task and adaptable to change
- Work well as a collaborative member of a team
- We are looking for someone with a can do attitude who is willing to go that extra mile.
- Excellent Attention to detail is essential
- Strong communication skills and confidence when dealing with our clients is essential.
- Be competent in Microsoft suite, including Outlook, Teams, Word and some excel.
- Excellent client and stakeholder relationship skills
- A genuine team player attitude and willingness to learn and develop
- Excellent written and verbal communication skills

**Why Findex? **_#lovewhereyouwork _**

Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company and work on something cutting edge? Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Are you quick thinking and ready to push boundaries?

With offices in more than 100 locations across Australia & New Zealand and a network of more than 3,000 employees, Findex are now seeking a new generation of talent. Are you motivated to help drive growth and innovation for our business? Progress your career and excel in your chosen field?

Look no further.

**Covid-19 Vaccination Policy**

The safety and welfare of our people, clients and communication is our priority. Only people who are fully vaccinated or unable to be vaccinated for medical reasons are permitted to attend Findex offices. More information about our COVID-19 vaccination policy is available on request.

**Next Steps?

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