Senior Client Services Officer

Job Description A new opportunity awaits! We have an enticing opportunity for a Senior Client Services Officer to join our fast paced, collaborative Risk Insurance team. Feel valued for the skills you bring to the table and enjoy a varied role where you will deliver high quality work to our clients, undertake complex admin tasks and support our Adviser Services Teams. Sound like you? Take a look at your Typical Week:

• Provide a high quality level of service and support to our clients
• Undertake complex Administration tasks and administration support to our teams
• Format Advice documents and implement recommendations
• Complete Risk Insurance applications and implement recommendations
• Update and maintain client electronic files
• Establish and maintain relationships with advisers, their support staff, and their clients

Perks We Offer: Findex values your growth and well-being.

• Receive comprehensive training and support to give you a good start
• Access a clear career development pathway with ongoing support
• Enjoy flexibility with work-from-home and office options
• Prioritise your work-life balance with Employee Assistance Program (EAP) access and health insurance benefits

About You:

• Passionate about providing excellent stakeholder experiences
• Proven Client Services experience in a similar role/environment
• Understanding of Personal Insurance and/or Financial Planning is desirable
• Team orientated with a passion to learn and grow
• Knowledge of Xplan is an advantage

Our Team Culture: Be a part of our growing, supportive, positive, and collaborative team. Connect with stakeholders locally and nationally as we work together towards shared success. We will train and support you so a can do attitude and an eagerness to grow will be highly valued. Why Findex? #writeyournextchapter As one of the largest privately-owned providers of integrated financial advisory and accounting services in Australia and New Zealand, Findex believe in helping our clients prepare for the challenges of tomorrow, whilst also solving the problems of today. With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn't limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. Next Steps? Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.