Client Services Specialist, Financial Planning (Hybrid, 9‑Day Fortnight) (Adelaide)

Client Services Specialist, Financial Planning (Hybrid, 9‑Day Fortnight) (Adelaide)

14 Oct
|
Traction
|
Adelaide

14 Oct

Traction

Adelaide

Job Description

Findex in Adelaide is seeking a dedicated Client Services professional 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 strong 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) (Adelaide)
🏢 Traction
📍 Adelaide

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