Findex buxgalteriya hisobi, soliqqa tortish va biznes konsaltingi sohalaridagi tajribasiga tayangan holda korxonalar va jismoniy shaxslarga moliyaviy xizmatlar hamda konsalting ko‘magini taqdim etadi. Uning faoliyati mijozlarning moliyaviy tushunchalarini yaxshilash va biznes yoki shaxsiy maqsadlari sari intilishiga yordam berishga qaratilgan amaliy moliyaviy maslahatlar, ehtiyojlarga moslashtirilgan strategiyalar va ekspert yo‘l-yo‘rig‘iga asoslanadi. Findexdagi imkoniyatlarni ko‘rib chiqayotgan ish izlovchilar professional xizmatlar, mijozlarga maslahat berish va moliyaviy konsalting bilan bog‘liq lavozimlarni topishlari mumkin.
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.
Tavsif
- 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
Talablar
- 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
Imtiyozlar
- 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