Client Associate
4 weeks ago
We are seeking a highly skilled and motivated Client Associate to join our Financial Planning team at Findex in Melbourne. As a Client Associate, you will play a critical role in ensuring the smooth operation of our team's workflow, using relevant Findex systems and adhering to our policies and procedures.
Key Responsibilities- Develop and maintain strong relationships with clients and external parties.
- Coordinate work teams to produce expected outcomes and attend to same-day service requests.
- Ensure 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 team goals and objectives.
- Flexible working arrangements.
- EAP access supporting a healthy work-life balance.
- Clear career development pathway and ongoing training support.
- A culture that prioritizes collaboration, innovation, and sustainability.
- Solid Client Services experience in a similar role or 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 others to learn and develop.
Findex is a leading financial services company that values diversity, inclusivity, and sustainability. We are committed to creating opportunities for growth and development that benefit our employees, clients, and communities. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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Client Associate
4 weeks ago
Melbourne, Victoria, Australia Findex Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Associate to join our Financial Planning team at Findex in Melbourne. As a Client Associate, you will play a critical role in ensuring the smooth operation of our team's workflow, using relevant Findex systems and adhering to our policies and procedures.Key ResponsibilitiesDevelop and...
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Client Associate
1 month ago
Melbourne, Victoria, Australia Findex Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Associate to join our Financial Planning team at Findex in Melbourne. As a Client Associate, you will play a critical role in ensuring the smooth operation of our team's workflow, using relevant Findex systems and adhering to our policies and procedures.Key ResponsibilitiesDevelop and...
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Sales Associate
1 day ago
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Client Experience Associate
1 month ago
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Client Experience Associate
4 weeks ago
Melbourne, Victoria, Australia FNZ Group Full timeAbout the RoleWe are seeking a highly skilled Client Experience Associate to join our team at FNZ Group. As a key member of our client-facing team, you will play a pivotal role in delivering exceptional client service and support.Key ResponsibilitiesProvide timely and effective responses to client inquiries, both written and verbal.Collaborate with internal...
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Client Experience Associate
4 weeks ago
Melbourne, Victoria, Australia FNZ Group Full timeAbout the RoleWe are seeking a highly skilled Client Experience Associate to join our team at FNZ Group. As a key member of our client-facing team, you will play a pivotal role in delivering exceptional client service and support.Key ResponsibilitiesProvide timely and effective responses to client inquiries, both written and verbal.Collaborate with internal...
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Client Associate
4 days ago
Melbourne, Victoria, Australia Findex Full timeAbout the RoleClient Associate OpportunityFindex 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 ResponsibilitiesDeveloping Client...
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