Senior Client Services Officer at Findex

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Engagement, Financial Planning, Account Onboarding, Data Management, Asset Transfers, Investment Funds, Liaising with Financial Institutions, Collaboration, SLA Compliance, Regulation Standards, Client Services Experience, Investment Platforms, Client Implementation

Industry

Financial Services

Description

Are you looking to further your Client Services career? Join our Wealth Implementation team! If you have a passion for client engagement, the financial planning sector, and yearn for collaboration and a supportive team, this is the right opportunity for you. This will be a full-time, hybrid (3 office days), permanent position based in Melbourne. Your role, your contribution! • Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data. • Check and monitor asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions and liaising with Financial Institutions. • Communicate and collaborate with Advisers, Partners, Client Services team members and Corporate staff. • Ensure all client related tasks are completed in accordance within SLAs and regulation standards. 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. • Receive comprehensive training and a dedicated buddy for a smooth start! • Access a clear career development pathway with ongoing support! • Enjoy hybrid working arrangements and learn from your peers. • Prioritise your work-life balance with our purchased leave options! • Access to our Employee Assistance Program (EAP). What you will bring to the role! • Passionate about delivering top notch client and stakeholder experiences. • Proven Client Services experience in the Financial Planning industry. • Expertise in Investment Platforms and client implementation. • Team orientated with a passion to learn and grow. 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 our Customers - Together, Findex and Crowe 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 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 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

The role involves coordinating the onboarding of client accounts, managing statements of advice, implementing advice, and handling client data, alongside checking asset transfers and placing trades on investment funds. Responsibilities also include communicating with Advisers and Partners while ensuring all client tasks adhere to Service Level Agreements and regulatory standards.