Findex in Adelaide is seeking a dedicated Client Services professional to support financial planning clients. You will onboard new accounts, implement advice documents, and keep client records accurate.
You’ll work with Advisers and Partners, manage investment transfers, and process buys, sells, withdrawals, and contributions, ensuring timely delivery. This role offers hybrid work and strong training.
Join a team focused on growth, diversity, and community impact.
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Client Services Specialist, Financial Planning (Hybrid, 9‑Day Fortnight) in Adelaide employer: Traction
Findex is an exceptional employer that champions a supportive and collaborative work culture, allowing you to thrive in a fully remote environment. With a strong focus on employee development and growth opportunities, you'll be empowered to lead a high-performing virtual team while enjoying the flexibility of working from anywhere in Australia. Join us to make a meaningful impact in the accounting field, where your contributions are valued and recognised.
