Findex33 jobs

Client Services Officer

JuniorMid levelFull-timeOfficeBrisbane QLD, AustraliaAdministrationCustomer servicePosted 4 weeks agoVerified 2 days ago
Pending fitX of Y criteria met

About the job

This job is an exciting opportunity for a motivated, self-driven person to join the Client Services team at Findex, supporting Financial Advisers in Brisbane. The role is crucial in ensuring efficient team workflow and delivering quality service to clients. The team values collaboration and growth, providing all the necessary tools and support to help you succeed in your career journey.

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms
Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

No responsibilities listed

Key criteria

📊

Client reporting experience

Experience preparing reconciled client review reports for Advisers.

View

🔗

Financial planning software knowledge

Familiarity with maintaining client portfolios using financial planning software.

View

📅

Administrative support skills

Experience in booking appointments and managing documents and data.

View

View more

A meaningful career starts with a match

View your fit

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

View

Financial planning software knowledge
Familiarity with maintaining client portfolios using financial planning software.

View

Administrative support skills
Experience in booking appointments and managing documents and data.

View

Client relationship skills
Demonstrated ability to build strong client and stakeholder relationships.

View

Attention to detail
Proven organisational skills and meticulous attention to detail.

View

Similar jobs

View all
Findex
Findex
Client Services OfficerColac, VIC · Full-time
The Client Services Officer position in our friendly SMSF team in Colac is an exciting opportunity for someone looking to make a meaningful contribution. This permanent, full-time job involves a variety of administrative tasks that ensure our team delivers exceptional service to our valued clients. We thrive on collaboration and support, making it a great fit for those who enjoy being part of a positive team culture.
Findex
Findex
Client Services OfficerMildura, VIC · Full-time
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!
Findex
Findex
Client Services OfficerBallarat, VIC · Full-time
This job is about joining a positive and motivated team in the Ballarat office, where you will be the direct contact for clients and contribute to maintaining excellent customer service. Your impact will be felt through various administrative tasks and a strong client-centric focus. The team values collaboration, diversity, and inclusivity, creating a supportive environment with opportunities for career growth.
Findex
Findex
Client Services OfficerSydney, NSW · Full-time
The Client Services Officer position is a fantastic opportunity to be the welcoming face of our Accounting and Business Advisory team in Norwest. This job is all about delivering high-quality service and ensuring that every client interaction starts with a great impression. The team thrives on collaboration and support, creating a positive environment where everyone can grow and succeed.