Client Services Specialist, Financial Planning Hybrid, 9‐day Fortnight South Australia

Client Services Specialist, Financial Planning Hybrid, 9‐day Fortnight South Australia

18 Sep
|
Traction
|
South Australia

18 Sep

Traction

South Australia

Job Description
Findex in Adelaide is seeking a dedicated Client Services qualified to support financial planning clients. You will onboard current 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 solid training.
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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

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