06 Sep
|
Traction
|
South Australia
06 Sep
Traction
South Australia
Job Description
Findex in Adelaide is seeking a dedicated Client Services professional 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 strong training.
Join a team focused on growth, diversity, and community impact.
📌 Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (South Australia)
🏢 Traction
📍 South Australia