Client Services Officer

Findex; City of Brisbane; On-site; AUD 48,000 - 64,000; Full time

Benefits offered by this job

Comprehensive training and support

Flexible working arrangements – 2nd Fr

Collaborative team culture

Findex Community Fund

Job summary

Findex in Brisbane is seeking a motivated, client-focused person to join our Wealth Client Services team on a 12-month max-term contract, based in our Brisbane office. You will support Financial Advisers by keeping client portfolios accurate, appointments on track, and the office running smoothly, with reception duties as part of the mix.

You will deliver quality service, prepare reconciled client review reporting, liaise with fund managers, and manage bookings and data entry.

Qualifications

• Demonstrated experience in a Client Services or similar administrative/client-facing role.
• Proven ability to deliver outstanding customer service, including front-of-house or reception experience.
• Intermediate proficiency in MS Office (Word, PowerPoint and Excel).
• Excellent attention to detail and organisational skills, with the ability to manage competing priorities.
• A genuine team player who communicates effectively to achieve shared outcomes.
• Ability to adhere to established processes and maintain strict confidentiality of client information.

Responsibilities

• Deliver quality service and outputs to clients in both written and verbal form, including providing reception support as required.
• Prepare accurately reconciled client review reporting for Advisers to support portfolio reviews.
• Liaise with fund managers and maintain client portfolios through financial planning software.
• Manage appointment bookings, document management and data entry to keep team workflow running efficiently.
• Maintain accurate and appropriate client data while adhering to strict confidentiality requirements.
• Provide general ad-hoc administrative support, including mail, printing, filing and scanning, and support the wider Client Services team.

Skills

Client services experience

Reception experience

Attention to detail

Team player

Confidentiality

Tools

MS Office

Job description

Description

The Opportunity

We have an exciting opportunity for a motivated, client-focused person to join our Wealth Client Services team on a 12-month max-term contract, based in our Brisbane office. Supporting our team of Financial Advisers, you will help keep client portfolios accurate, appointments on track and the office running smoothly, with reception support as part of the mix. If you thrive on variety and take pride in getting the details right, this is a great opportunity to build valuable experience within a leading Australasian wealth business.

Your role, your contribution!

• Deliver quality service and outputs to clients in both written and verbal form, including providing reception support as required.
• Prepare accurately reconciled client review reporting for Advisers to support portfolio reviews.
• Liaise with fund managers and maintain client portfolios through financial planning software.
• Manage appointment bookings, document management and data entry to keep team workflow running efficiently.
• Maintain accurate and appropriate client data while adhering to strict confidentiality requirements.
• Provide general ad-hoc administrative support, including mail, printing, filing and scanning, and support the wider Client Services team.

The benefits of joining us!

• Comprehensive training and support, including a dedicated buddy to help you settle in.
• Flexible working arrangements – compressed work fortnight with every 2nd Friday off!
• A collaborative, client-focused team culture within our Wealth division.
• The opportunity to contribute to your local community through the Findex Community Fund.

What you will bring to the role:

• Demonstrated experience in a Client Services or similar administrative/client-facing role.
• Proven ability to deliver outstanding customer service, including front-of-house or reception experience.
• Intermediate proficiency in MS Office (Word, PowerPoint and Excel).
• Excellent attention to detail and organisational skills, with the ability to manage competing priorities.
• A genuine team player who communicates effectively to achieve shared outcomes.
• Ability to adhere to established processes and maintain strict confidentiality of client information.

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 over 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.