Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (Adelaide)

Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (Adelaide)

04 Sep
|
Traction
|
Adelaide

04 Sep

Traction

Adelaide

Findex in Adelaide is seeking a dedicated Client Services professional to support financial planning clients.
You will onboard new accounts, implement advice documents, and keep client records accurate.
You'll work with Advisers and Partners, manage investment transfers, and process buys, sells, withdrawals, and contributions, ensuring timely delivery.
This role offers hybrid work and robust training.
Join a team focused on growth, diversity, and community impact.
#J-*****-Ljbffr

📌 Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (Adelaide)
🏢 Traction
📍 Adelaide

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