Client Services Officer at Findex

Brisbane, Queensland, Australia -

Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

0.0

Posted On

05 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Stakeholder Management, Attention To Detail, Organizational Skills, Financial Planning Software, Data Entry, Document Management, Client Reporting, Administrative Support, Portfolio Maintenance

Industry

Financial Services

Description

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Brisbane office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make your journey a success, so you can grow your career! Your role, your contribution! * Prepare accurately reconciled client review reporting for Advisers. * Liaise with fund managers and maintain client portfolios through financial planning software. * Booking appointments, document management and data entry and deliver general ad-hoc administrative support. * Deliver quality service and outputs to client in both written and verbal form. * Support our Client Associate team. The benefits of joining us: * Enjoy every second Friday off! Work 76 hours over nine days and enjoy the flexibility of a day off every other week. * Comprehensive training including a dedicated buddy to get you off to the right start. * Clear career development pathway and ongoing training support. * Flexible working arrangements. What you will bring to the role: * Excellent client and stakeholder relationship skills. * Top notch attention to detail and organisational skills. * A genuine team player with the ability to empower other people to learn and develop. If this role sounds like a good fit - Apply now! Our Impact: Why Findex?  At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.  For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Responsibilities

Support Financial Advisers by preparing reconciled client review reports and maintaining portfolios via financial planning software. Manage team workflow through appointment booking, data entry, and general administrative support.