Senior Client Services Officer

2 weeks ago


Melbourne, Australia Findex Full time

A new opportunity awaits

We have an enticing opportunity for a Senior Client Services Officer to join our fast paced, collaborative Risk Insurance team. Feel valued for the skills you bring to the table and enjoy a varied role where you will deliver high quality work to our clients, undertake complex admin tasks and support our Adviser Services Teams. Sound like you?

Take a look at your Typical Week:

Provide a high quality level of service and support to our clients  Undertake complex Administration tasks and administration support to our teams Format Advice documents and implement recommendations Complete Risk Insurance applications and implement recommendations Update and maintain client electronic files Establish and maintain relationships with advisers, their support staff, and their clients

Perks We Offer: Findex values your growth and well-being.

Receive comprehensive training and support to give you a good start Access a clear career development pathway with ongoing support Enjoy flexibility with work-from-home and office options Prioritise your work-life balance with Employee Assistance Program (EAP) access and health insurance benefits

About You:

Passionate about providing excellent stakeholder experiences  Proven Client Services experience in a similar role/environment Understanding of Personal Insurance and/or Financial Planning is desirable Team orientated with a passion to learn and grow Knowledge of Xplan is an advantage 

Our Team Culture:

Be a part of our growing, supportive, positive, and collaborative team. Connect with stakeholders locally and nationally as we work together towards shared success. We will train and support you so a can do attitude and an eagerness to grow will be highly valued.

Why Findex? #writeyournextchapter 

As one of the largest privately-owned providers of integrated financial advisory and accounting services in Australia and New Zealand, Findex believe in helping our clients prepare for the challenges of tomorrow, whilst also solving the problems of today. 

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. 

Next Steps?

Apply now – we can’t wait to hear from you Please note, you will be directed to our careers page to apply.



  • Melbourne, Australia Berritta Consulting Full time

    We want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...


  • Melbourne, Australia Australian Laboratory Services Full time

    Friendly team, supportive leadership - Business Park location - ALS an Australian global success story **The Role** We’re looking for a self-motivated and proactive Client Services operative to join our successful front line team. As a a reliable and accessible point of liaison, you will work closely with clients in ensuring consistency and quality of...


  • Melbourne, Australia Engage Personnel Full time

    We have over 10 new roles in Client Services across Melbourne - WFH Options and other amazing benefits including retreats - Competitive salaries from $65,000 - $90,000 + super We are partnered with some amazing Public Practice firms across Melbourne that are looking to hire experienced Client Services Co-ordinators at all levels. If you have experience in a...


  • Melbourne, Australia Engage Personnel Full time

    We have over 10 new roles in Client Services across Melbourne - WFH Options and other amazing benefits including retreats - Competitive salaries from $65,000 - $90,000 + super We are partnered with some amazing Public Practice firms across Melbourne that are looking to hire experienced Client Services Co-ordinators at all levels. If you have experience in a...


  • Melbourne, Australia Profusion PAC Pty Ltd Full time

    Long Term Career Progression Opportunitities - Well Established and Reputable Private Wealth Advisory Firm | Adelaide Location - Attractive Remuneration Package + Bonus **Company Overview**: This private wealth advisory boutique firm is a highly regarded independent firm that offers holistic advice to their well-developed book of HNW clients. Due to growth...


  • Melbourne, Australia State Street Full time

    **Who we are looking for** We are currently looking for an experienced **Client Service Officer (Manager) **to join our Client Service Team **Why this role is important to us** The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver...


  • Melbourne City Centre, Australia DFP Recruitment Services Full time

    **Job description**: **The Opportunity** On behalf of a Government Agency, we are looking for APS3 Client Service Officer(s) based in Melbourne. This is a 6 month assignment working full time in the office, Monday to Friday, 37.5 hours per week. **As the APS3 Client Service Officer you will;** - Provide a direct service to clients, including the veteran...


  • Melbourne, Australia Engage Personnel Full time

    We have over 10 new roles in Client Services across Melbourne - WFH Options and other amazing benefits including retreats - Competitive salaries from $65,000 - $100,000 + super We are partnered with some amazing Public Practice firms across Melbourne that are looking to hire experienced Client Services Co-ordinators at all levels. If you have experience in...


  • Melbourne, Australia Engage Personnel Full time

    We have over 10 new roles in Client Services across Melbourne - WFH Options and other amazing benefits including retreats - Competitive salaries from $65,000 - $90,000 + super We are partnered with some amazing Public Practice firms across Melbourne that are looking to hire experienced Client Services Co-ordinators at all levels. If you have experience in a...


  • Melbourne City Centre, Australia DFP Recruitment Services Full time

    **Job description**: **About DFP** **About the role** This role is responsible for supporting the Claims and Contract Processing Teams in assessing the eligibility and compliance of organisations - Accurately and efficiently process employer incentive claims. - Follow up non-compliant claim forms to ensure they are able to be processed accurately and...


  • Melbourne, Australia SMC Consulting Full time

    **Join Our Team as a Client Service Officer and Personal Assistant!** Are you passionate about delivering exceptional client service in a dynamic and exciting environment? We're thrilled to announce an opportunity to join successful professional services business as a Client Service Officer and Personal Assistant to two Directors **About Us**: The team is...


  • Melbourne, Australia Woods & Co Recruitment Full time

    St Kilda Rd Location | Flexible Working - Lead a Fun & Enthusiastic Team | Career Progression - Immediate start available | Amazing Benefits **Woods & Co** are proud to be partnered with this ever-growing financial investment firm, who are committed to providing exceptional custom investment solutions to help clients achieve their financial goals! As a...

  • Office Management

    3 days ago


    Melbourne, Australia Engage Personnel Full time

    Feel appreciated and empowered in your next role! - Flexible and hybrid working arrangements! - Amazing social events + modern facilities We have a number of clients across Melbourne looking for outstanding Client Services Coordinators and Office Managers with recent public practice experience and a drive to succeed! Our clients include mid-tier, boutique,...


  • Melbourne, Australia Insurance House Full time

    As one of Australia's leading insurance brokerages, we are constantly growing, evolving and progressing thanks to our well trained and highly motivated people who share our values of Care, Leadership, Imagination and Professionalism. Founded in 1983 in regional Victoria, Insurance House is a known and trusted brand in insurance. Dedicated to the delivery of...


  • Melbourne, Australia Department of Finance Full time

    Business Enabling Services Group / Ministerial & Parliamentary Services Division / Parliamentary Business Resources Framework Branch - APS 3 ($63,705 - $73,485) | Ongoing & Non-ongoing | Full-time - Melbourne, VIC **ABOUT THE BRANCH** The Parliamentary Business Resource (PBR) Framework Branch in Ministerial and Parliamentary Services Division (MaPS),...


  • Melbourne, Australia IAS RECRUITMENT Full time

    Career growth & development in Financial Planning - $80K (incl super) + bonus - Hybrid working model **About the company** Our client is a renowned Australian company providing superior products and services that support many Australians daily. Currently experiencing growth, this is an exciting time to join this organisation, which is looking for an...


  • Melbourne, Australia Advice2Talent Full time

    Hybrid Work environment on offer - Work in the office 3 days per week and 2 days from home **About the Client** Using the balance sheet approach, our client provides complex and strategic financial advice which considers each client’s complete financial position. They combine different areas of expertise, working alongside specialists in the field, to...


  • Melbourne, Australia Insurance House Full time

    Admin / Secretarial / Office Support - Administration - VIC Other - Permanent / Full Time 2/6/2023 - Join the team Insurance House - a reputable and local brand - Provide administrative support to our team. Deliver great service to our clients - Values led organisation, welcoming team, long term career opportunity Insurance House is one of the multiple...


  • Melbourne, Australia Dentsu Full time

    The purpose of this role is to manage media strategists and/or lead on day-to-day deliverables on a single account or several accounts – guiding business objectives, insight generation, cultural narrative, media briefs, creative media solutions, strategic POVs and go-to market activations. Also in charge of delivering thought leadership and award worthy...


  • Melbourne, Australia Monash University Full time

    **The Opportunity** We have a new opportunity for a Client Services Officer to join the dynamic team that upholds a vibrant research culture and a strong commitment to diverse and innovative legal service. The Clinic Services Officer position will be an integral part of the administrative team and contribute to the efficient operation of the Monash Law...