Client Associate

3 weeks ago


Adelaide, South Australia Findex Full time
The Opportunity

We are seeking an experienced Client Associate to join our Financial Planning team in Adelaide. This is a permanent, full-time position offering unique career progression opportunities.

Key Responsibilities
  • Develop relationships with clients and external parties.
  • Coordinate relevant work teams to produce expected outcomes and attend to same-day service requests.
  • Ensure team workflow is managed using Findex systems and aligns with Findex policies and procedures.
  • Work closely with the Team Leader to achieve team goals and objectives.
Perks
  • Flexible working arrangements.
  • EAP access supporting a healthy work-life balance.
  • Clear career development pathway and ongoing training support.
  • Culture is a priority, upholding a core set of key behaviours.
About You
  • Solid Client Services experience in a similar role/environment.
  • Advanced knowledge and understanding of the financial planning process and experience working on Investment Platforms.
  • Excellent client and stakeholder relationship skills.
  • A genuine team player attitude and ability to empower others to learn and develop.
About Our Team
  • Thrive with the support of a team who share a common goal.
  • Join a team who share a commitment to making a difference.
  • Work with a team who share a passion for making sustainable change.
About Us

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.

We adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative.


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