Client Services Officer
Job Description
Ready to step into a role in Canberra where you’ll support advisers, deliver exceptional client service and play a key role in keeping operations running smoothly? Join our Client Services team and contribute to high-quality outcomes in a collaborative financial services environment.
Your role, your contribution!
• Deliver professional client service in both written and verbal form while preparing accurately reconciled client review reports for Adviser portfolio reviews
• Liaise with fund managers, maintain client portfolios within financial planning software and ensure accurate data and document management
• Provide reception and general administrative support, actioning tasks efficiently while maintaining strict confidentiality and compliance standards
The benefits of joining us!
• Supportive and collaborative team environment
• Exposure to financial planning and investment platforms
• Ongoing learning, development and career progression opportunities
What you will bring to the role:
• Experience in Client Services, administration or a similar professional services environment
• Strong customer service skills with a client-centric approach
• High attention to detail with the ability to follow established processes and manage competing priorities
• Strong communication skills and intermediate MS Office capability
If this role sounds like a good fit – Apply now!
Our Impact: Why Findex?
At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.
For the Community – The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.
For You – At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.
For our Customers – Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference
For Diversity & Inclusion – Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
