Client Associate

2 weeks ago

Melbourne, Australia Findex Full time

Genuine career opportunity. Join our Risk Insurance team and enjoy flexible work arrangements - work from home or the office.

**Ignite your career and join our team**

We have an exciting opportunity for a Client Associate to join our Risk Insurance/Client Services team. If you have a passion for client engagement, the insurance sector and yearn for collaboration and a supportive team, this could be your next step

This is a varied role where you are the first point of contact for our clients whilst supporting our small team of Advisers in various areas of both Personal and Business Insurance.

**A Glimpse into Your Typical Week**:

- Liaise with our team’s client base - you are the face of our team
- Coordinate Administration tasks associated with existing and new client business
- Communicate and collaborate with Advisers, Clients and external parties
- Coordinate the onboarding of new clients and associated duties
- Review of insurance claims and documentation
- Ensure all client related tasks are completed in accordance within SLAs and regulation standards

**Perks We Offer: Findex values your growth and well-being.**
- Receive comprehensive training and support to give you a good start
- Access a clear career development pathway with ongoing support
- Enjoy flexibility with work-from-home and office options
- Prioritise your work-life balance with Employee Assistance Program (EAP) access and health insurance benefits

**About You**:

- Passionate about providing excellent stakeholder experiences
- Proven Client Services experience in a similar role/environment
- Understanding of Personal Insurance and/or Financial Planning is desirable
- Team orientated with a passion to learn and grow
- Knowledge of Xplan is an advantage

**Our Team Culture**:
Be a part of our growing, supportive, positive, and collaborative team. Connect with stakeholders locally and nationally as we work together towards shared success.

**Why Findex? #writeyournextchapter**

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

**Next Steps?

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