Senior Client Services Officer

Helping onboard new client accounts, preparing and implementing advice documents, and keeping client information accurate and up to date.

Managing the practical side of investments - checking asset transfers, processing buys and sells, handling withdrawals and contributions, and liaising directly with financial institutions.

Working closely with Advisers, Partners, and the wider Client Services and Corporate teams.

Making sure everything you touch is completed on time and to the right standard.

What's in it for you

Every second Friday off — work a nine-day fortnight and get a genuine extra day to yourself, every other week.

Full training and a dedicated buddy to help you settle in.

A clear path for career growth, with real support behind it.

Hybrid working, so you get the best of home flexibility and in-person learning from your team.

Purchased leave options if you want extra time off during the year.

Access to our Employee Assistance Program, for whenever life needs a bit of extra support.

What you'll bring

A genuine passion for delivering great client and stakeholder experiences.

Experience in client services within financial planning.

Confidence working with investment platforms and implementing client advice.

A team player who's keen to keep learning and growing.

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 over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.