At a Glance
- Tasks: Support advisers and clients with onboarding and investment activities in a dynamic team.
- Company: Join Findex, a leading financial planning firm with a collaborative culture.
- Benefits: Enjoy hybrid work, competitive salary, and opportunities for professional growth.
- Other info: This role offers excellent career advancement opportunities in the financial sector.
- Why this job: Make a real difference in clients' financial journeys while working in a supportive environment.
- Qualifications: Strong communication skills and a passion for client service are essential.
The predicted salary is between 62100 - 75900 $ per year.
Findex is seeking a Senior Client Services Officer in Melbourne to join our client services support team.
This full-time, permanent role offers hybrid work (three days in the office) and the chance to support advisers and clients through onboarding, advice documentation, and investment platform activity.
You’ll collaborate with the wider Client Services and Corporate teams, ensure accuracy, and help deliver timely, high-quality service.
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Client Services Specialist – Hybrid in Melbourne 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.
