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© All Rights Reserved. ApplyBlast.com
Findex
A Senior Client Services Officer supports advisers by implementing insurance and managing day-to-day client service tasks, such as handling enquiries and maintaining accurate client records. This part-time role offers flexible hours and hands-on training within a close-knit team in Hastings. The position involves liaising with external providers, formatting advice documents, and ensuring compliance through the Xplan system.
Findex is one of Australasia’s leading provider of integrated financial advisory and accounting services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Findex.
Findex didn’t post a salary, so this is our estimate from similar listings.
11% below the average for this role