Findex sniedz finanšu pakalpojumus un konsultāciju atbalstu uzņēmumiem un privātpersonām, piedāvājot zināšanas grāmatvedības, nodokļu un uzņēmējdarbības konsultāciju jomā. Uzņēmuma darbā uzsvars tiek likts uz praktiskiem finanšu padomiem, klientu vajadzībām pielāgotām stratēģijām un profesionālu vadību, kas palīdz klientiem labāk izprast savas finanses un virzīties uz uzņēmējdarbības vai personīgo mērķu sasniegšanu. Darba meklētāji, kurus interesē iespējas Findex, var atrast amatus profesionālo pakalpojumu, klientu konsultēšanas un finanšu konsultāciju jomā.
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.
Apraksts
- 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
Prasības
- 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
Priekšrocības
- 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