06 Sep
|
Traction
|
South Australia
06 Sep
Traction
South Australia
Findex in Adelaide is seeking a dedicated Client Services skilled to support financial planning clients.
You will onboard current 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.
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📌 Client Services Specialist, Financial Planning Hybrid, 9‐day Fortnight South Australia
🏢 Traction
📍 South Australia