06 Sep
|
Traction
|
Adelaide
Job Description
Findex in Adelaide is seeking a dedicated Client Services qualified to support financial planning clients. You will onboard recent accounts, implement advice documents, and keep client records accurate.
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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.
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Join a team focused on growth, diversity, and community impact.
📌 Client Services Specialist, Financial Planning Hybrid, 9‐day Fortnight Adelaide
🏢 Traction
📍 Adelaide