At a Glance
- Tasks: Onboard new clients, prepare advice documents, and manage investment activities.
- Company: Findex, a leading financial services firm with a focus on client satisfaction.
- Benefits: Hybrid work model, training opportunities, and career growth support.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Strong communication skills and attention to detail required.
The predicted salary is between 63000 - 77000 $ per year.
Findex is hiring a Senior Client Services Officer in Sydney.
You will onboard new client accounts, prepare and implement advice documents, and ensure client information is accurate and up to date.
You’ll handle investment activity and liaise with financial institutions, working closely with Advisers and the wider teams.
The role offers hybrid working (3 days in the office), training, and career growth support, with a focus on delivering excellent client experiences and efficient processes.
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Client Services Specialist – Hybrid in Sydney 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.
