„Findex“ teikia finansines paslaugas ir konsultacinę pagalbą įmonėms bei privatiems asmenims, o jo kompetencija apima apskaitą, mokesčius ir verslo konsultavimą. Įmonės veikloje daugiausia dėmesio skiriama praktiniams finansiniams patarimams, individualiai pritaikytoms strategijoms ir profesionalioms konsultacijoms, padedančioms klientams geriau suprasti savo finansus ir siekti verslo ar asmeninių tikslų. Darbo galimybių „Findex“ ieškantys asmenys gali rasti pozicijų profesionalių paslaugų, klientų konsultavimo ir finansinių konsultacijų srityse.
Senior Client Services Officer – Brisbane Hybrid
Support client onboarding, investment administration and advice implementation at Findex. This senior role is based in Brisbane with hybrid working.
Aprašymas
- Support onboarding for new client accounts
- Prepare and implement advice documents
- Maintain accurate, up-to-date client information
- Review asset transfers
- Process investment purchases and sales
- Manage withdrawals and contributions
- Liaise directly with financial institutions
- Collaborate with Advisers, Partners, Client Services and Corporate teams
- Complete work on time and to the required standard
Reikalavimai
- Experience in client services within financial planning
- Experience using investment platforms
- Experience implementing client advice
- Commitment to providing strong experiences for clients and stakeholders
- Team-oriented approach and willingness to continue learning and developing
Privalumai
- A nine-day fortnight, with every second Friday off
- Full training and a dedicated buddy to support your onboarding
- Career development support
- Hybrid working arrangement
- Options to purchase leave
- Employee Assistance Program
- Structured training and development
- Additional support for relevant external studies
- Equal opportunity and inclusive workplace