Client Associate

2 months ago


Melbourne, Victoria, Australia Findex Full time
About the Role

Client Associate Opportunity

Findex is seeking a Client Associate to join our Financial Planning team in our Melbourne office. The successful candidate will be responsible for ensuring the team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.

Key Responsibilities
  • Developing Client Relationships
  • Coordination of Work Teams
  • Ensuring Team Workflow
  • Supporting Team Goals

Requirements

  • Solid Client Services Experience
  • Advanced Knowledge of Financial Planning
  • Experience with Investment Platforms
  • Team Player Attitude

About Findex

  • Supportive Team Environment
  • Commitment to Making a Difference
  • Passion for Sustainable Change

Why Join Findex?

We attract, retain, and promote people who share a sense of purpose and belonging. We have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.



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