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Findex
Join our Financial Planning team at Findex as a Client Associate! This is a permanent, full-time position based in Brisbane or Melbourne. The Client Associate is the client facing representative for a small team of Ad…
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About the role
Join our Financial Planning team at Findex as a Client Associate! This is a permanent, full-time position based in Brisbane or Melbourne.
The Client Associate is the client facing representative for a small team of Advisers for the purpose of servicing the team’s client base, ensuring quality and continuity of service. This position is a varied role that involves being the client’s first point of contact responsible for developing relationships with those clients, answering inquiries, coordination of relevant work for their teams to produce expected outcomes, and attending to same day service requests.
Your role, your contribution!
You will be responsible for:
Developing relationships with clients and external parties.
Coordination of relevant work teams to produce expected outcomes and attending to same day service requests and acting as the new client concierge.
The Client Associate is also responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.
Work closely with the Team Leader to achieve the goals and objectives of the team.
The benefits of joining us!
FlexiFriday – work extra hours and have every second Friday off (opt-in/opt-out)!
Hybrid working environment – work from home and office
EAP access supporting a healthy work-life balance!
Clear career development pathway and ongoing training support!
What you bring to the role:
Solid Client Services experience in a similar role/environment.
Advanced knowledge and understanding of the financial planning process.
Solid experience working on Investment Platforms.
A genuine team player attitude and ability to empower other people to learn and develop.
Desired:
Certificate IV or Diploma in Financial Services (Financial Planning Support).
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 90 plus 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.
sign in above to apply · via Seek
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