In-Demand Senior client services officer Jobs in Adelaide, Sa

Senior Client Services Officer
Findex —Greater Adelaide SA
- Full-time
- Hybrid work
- Employee assistance program
2d
Case Manager/Field Officer
CTC —Colonel Light Gardens SA
- Full-time
- Microsoft Office
- Case management
- Psychology
- Annual leave
Quick Apply
Customer Service Officer
Kanda —Underdale SA
- Full-time
- Customer service
- Office
- Business Administration
Quick Apply
5h
Accounts Receivable Officer - Motion Industries Regency Park
Motion Industries (MOT) —Regency Park SA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Parental leave
- Employee assistance program
Quick Apply
Construction Engineer
Spiire —Greater Adelaide SA
- Full-time
- Administrative experience
- Construction experience
Senior Field Calibration Technician (Adelaide, SA & Brisbane, QLD Areas)
Trescal (Australia) Pty Ltd —Mile End SA
- $90,000 - $100,000 a year
- Overtime
- Microsoft Excel
- Customer service
- Maintenance
Quick Apply
Rehabilitation Consultant
SA Health —Adelaide SA
- $296,708 - $383,234 a year
- Full-time
- Medicine
- Bachelor's degree
- Paediatrics
- Commuter assistance
- Employee assistance program
1d

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Senior Client Services Officer

Findex -
Greater Adelaide SA

Apply Now

Job Details

Full-time
2 days ago

Benefits

Employee assistance program

Qualifications

Financial planning

Full Job Description

If you love working closely with clients, thrive in a team environment, and want to build a career in financial planning, this could be the role for you! This is a full-time, permanent position based in Adelaide, with hybrid working (3 days in the office).

If you love working closely with clients, thrive in a team environment, and want to build a career in financial planning, this could be the role for you!

This is a full-time, permanent position based in Adelaide, with hybrid working (3 days in the office).

What you'll be doing

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.

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.

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.

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 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 our Customers - Together, Findex and Crowe 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 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 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.

Apply Now

Refine Your Search

senior client services officer jobs in adelaide, sa

Senior Client Services Officer

Case Manager/Field Officer

Customer Service Officer

Accounts Receivable Officer - Motion Industries Regency Park

Construction Engineer

Senior Field Calibration Technician (Adelaide, SA & Brisbane, QLD Areas)

Rehabilitation Consultant

Other jobs to consider

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