Findex is seeking a client services professional to support financial planning activities in a hybrid Sydney role. You will help onboard client accounts, prepare advice documents, and keep client data accurate, while coordinating with advisers and back-office teams to deliver timely outcomes.
You will work closely with investment platforms, manage transfers and contributions, and ensure high-quality service for clients and stakeholders in a collaborative environment.
Client Success Partner — Financial Planning in Sydney employer: Findex
Findex is an exceptional employer that prioritises the growth and development of its employees, offering structured training and clear pathways to management roles. Located in Geelong, our vibrant work culture fosters collaboration and mentorship, allowing you to build strong client relationships while making a meaningful impact in the community through initiatives like the Findex Community Fund. Join us to be part of a supportive team that values diversity and empowers you to excel in your career.
