05 Sep
|
Traction
|
South Australia
05 Sep
Traction
South Australia
Findex in Adelaide is seeking a dedicated Client Services qualified 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 solid training.
Join a team focused on growth, diversity, and community impact.
#J-*****-Ljbffr
📌 Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (South Australia)
🏢 Traction
📍 South Australia