Senior Client Services Advisor – Hybrid Financial Planning (Sydney)

Senior Client Services Advisor – Hybrid Financial Planning (Sydney)

12 Nov
|
Accounting Times
|
Sydney

12 Nov

Accounting Times

Sydney

Findex is seeking a Senior Client Services Officer in Sydney to support client onboarding, prepare advice documents, and keep client data accurate. You will manage investment transactions, liaise with financial institutions, and collaborate with Advisers, Partners and Client Services teams to ensure timely, high-quality service.

The role offers hybrid work (3 days in office), full training and a buddy system, with potential for growth opportunities and access to our Employee Assistance Program and

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📌 Senior Client Services Advisor – Hybrid Financial Planning (Sydney)
🏢 Accounting Times
📍 Sydney

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