At a Glance
- Tasks: Onboard clients, manage investments, and collaborate with financial teams.
- Company: Join Findex, a leading provider in financial planning and advisory services.
- Benefits: Enjoy a nine-day fortnight, hybrid work, and professional development support.
- Other info: Be part of a diverse team committed to community engagement and support.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: Experience in client services and a passion for delivering great experiences.
The predicted salary is between 66150 - 80850 $ per year.
If you love working closely with clients, thrive in a team environment, and want to build a career in financial planning, this could be the role for you! This is a full-time, permanent position based in Sydney, with hybrid working (3 days in the office).
What you’ll be doing:
- Helping onboard new client accounts, preparing and implementing advice documents, and keeping client information accurate and up to date.
- Managing the practical side of investments – checking asset transfers, processing buys and sells, handling withdrawals and contributions, and liaising directly with financial institutions.
- Working closely with Advisers, Partners, and the wider Client Services and Corporate teams.
- Making sure everything you touch is completed on time and to the right standard.
What’s in it for you:
- Every second Friday off — work a nine-day fortnight and get a genuine extra day to yourself, every other week.
- Full training and a dedicated buddy to help you settle in.
- A clear path for career growth, with real support behind it.
- Hybrid working, so you get the best of home flexibility and in-person learning from your team.
- Purchased leave options if you want extra time off during the year.
- Access to our Employee Assistance Program, for whenever life needs a bit of extra support.
What you’ll bring:
- A genuine passion for delivering great client and stakeholder experiences.
- Experience in client services within financial planning.
- Confidence working with investment platforms and implementing client advice.
- A team player who’s keen to keep learning and growing.
If this role sounds like a good fit – Apply now!
Senior Client Services Officer 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.
