Findex33 jobs

Client Services Officer

JuniorMid levelFull-timeOfficeMildura VIC 3500, AustraliaAdministrationCustomer servicePosted 4 weeks agoVerified 2 days ago
Pending fitX of Y criteria met

About the job

An exciting opportunity awaits a motivated, self-driven person to join the Client Services team at Findex, supporting a team of Financial Advisers. This permanent, full-time job is based in the vibrant Sydney office, where you will manage team workflow efficiently and ensure that Advisers receive the support they need. With all the tools and resources available, your journey towards career growth and success starts here!

Meet the team

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Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

📊

Preparing reconciled client review reporting

Accurately preparing reconciled client review reporting for Advisers to ensure they have the necessary information for their clients.
🤝

Liaising with fund managers

Maintaining client portfolios through financial planning software and liaising with fund managers to ensure optimal management of client assets.
💬

Delivering quality service

Providing quality service and outputs to clients in both written and verbal form, ensuring a high standard of communication and support.

Key criteria

📊

Client reporting experience

Demonstrated experience preparing reconciled client review reports.

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💻

Financial planning software knowledge

Proficiency in using financial planning software for portfolio management.

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📅

Appointment scheduling skills

Experience managing appointments and document organization.

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A meaningful career starts with a match

View your fit

5 criteria for this job
Client reporting experience
Demonstrated experience preparing reconciled client review reports.

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Financial planning software knowledge
Proficiency in using financial planning software for portfolio management.

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Appointment scheduling skills
Experience managing appointments and document organization.

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Client communication skills
Strong verbal and written communication skills for client interactions.

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Team collaboration experience
Proven ability to support and empower team members.

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