Findex is hiring a Senior Client Services Officer in Sydney.
You will onboard new client accounts, prepare and implement advice documents, and ensure client information is accurate and up to date.
You'll handle investment activity and liaise with financial institutions, working closely with Advisers and the wider teams.
The role offers hybrid working (3 days in the office), training, and growth prospects support, with a focus on delivering excellent client experiences and effective processes.
J-*-Ljbffr
📌 Client Services Specialist: Financial Planning Hybrid Sydney
🏢 Traction
📍 Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.