Findex is hiring a Senior Client Services Officer in Sydney. You will onboard current 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 opportunities support, with a focus on delivering excellent client experiences and productive processes.
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📌 Client Services Specialist: Financial Planning Hybrid Sydney (Australia)
🏢 Traction
📍 Australia
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