Client Associate
1 week ago
As a Client Associate, your focus will be to support a small team of Advisers with the purpose of servicing the team's client base by ensuring quality and continuity of service.
At Findex, we believe in Dynamic working.This is our new way of thinking about an agile and flexible global workforce.
It places trust in our team members to focus on the output and value of their client work, not the amount of time spent in the office.
As a Client Associate, your focus will be to support a small team of Advisers with the purpose of servicing the team's client base by ensuring quality and continuity of service.
This position is a varied role that involves being the first point of contact for a dedicated client base.What will your typical week look like?
- Develop relationships with clients and external parties
- Coordinate relevant work teams to produce expected outcomes and attend to same date service requests
- Ensure that the team workflow is managing using relevant Findex systems
- Work closely with the team leader to achieve goals and objectives
- Complete quality check review documentation for annual reviews
More about the perks
- We aim to provide flexible schedules, work environments and experiences
- Clear career development pathway
- Ongoing training and support
Let's talk about you
You are someone with.
- _Solid Client Services experience in a similar role/environment _
- _Advanced knowledge and understanding of the financial planning process _
- _Excellent client and stakeholder relationship skills _
- _A team player attitude and ability to empower other people to learn and develop _
- _High attention to detail _
Why Findex? _#lovewhereyouwork _**Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company and work on something cutting edge? Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Are you quick thinking and ready to push boundaries?
With offices in more than 100 locations across Australia & New Zealand and a network of more than 3,000 employees, Findex are now seeking a new generation of talent.
Look no further.
**Next Steps?
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