Findex provides financial services and consulting support to businesses and individuals, with expertise spanning accounting, tax, and business consulting. Its work focuses on practical financial advice, tailored strategies, and expert guidance designed to help clients improve their financial understanding and work toward their business or personal goals. Job seekers exploring opportunities with Findex can find roles connected to professional services, client advisory, and financial consulting.
Senior Client Services Officer, Findex, Melbourne Hybrid
Join Findex as a senior client services professional supporting onboarding, investment transactions, and advice implementation. This full-time hybrid role is based in Melbourne and offers development within financial planning.
Description
- Manage onboarding for new client accounts
- Prepare and action client advice documentation
- Keep client records complete, accurate, and current
- Verify the progress and accuracy of asset transfers
- Execute investment purchases and sales
- Process client withdrawals and contributions
- Work directly with financial institutions
- Coordinate with Advisers, Partners, Client Services, and Corporate teams
- Deliver assigned work punctually and at the expected standard
Requirements
- Background in client services within financial planning
- Familiarity with investment platforms
- Experience putting client advice into practice
- Commitment to creating positive experiences for clients and stakeholders
- Collaborative mindset with an interest in ongoing learning and professional development
Benefits
- A nine-day fortnight with every second Friday off
- Comprehensive onboarding, training, and a dedicated buddy
- Support for career progression
- Hybrid flexibility combining home working with in-person learning
- Options to purchase additional leave
- Access to an Employee Assistance Program
- Structured professional training and development
- Support for relevant external study
- An inclusive workplace committed to equal opportunity