Client Associate
2 days ago
**Are you ready to expand your wealth career as a Client Associate?**
The Client Associate is the client facing representative for a small team of Advisers for the purpose of servicing the team’s client base, ensuring quality and continuity of service. This position is a varied role that involves being the client’s first point of contact responsible for developing relationships with those clients, answering inquiries, coordination of relevant work for their teams to produce expected outcomes, and attending to same day service requests.
**What would your typical week look like?**
You will be responsible for:
- Developing relationships with clients and external parties.
- Coordination of relevant work teams to produce expected outcomes and attending to same day service requests and acting as the new client concierge.
- The Client Associate is also responsible for ensuring that 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 the goals and objectives of the team.
**More about the perks**
- FlexiFriday - work extra hours and have every second Friday off (opt-in/opt-out)
- Hybrid working environment - work from home and office
- EAP access supporting a healthy work-life balanceClear career development pathway and ongoing training support
**Let’s talk about you**
- Solid Client Services experience in a similar role/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 other people to learn and develop.
**Desired**:
Certificate IV or Diploma in Financial Services (Financial Planning Support).
**Why Findex?**
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 our communities.
We are passionate about what we do and how we do it. Are you a bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?
**PLEASE NOTE**:
-
Associate, Client Solutions
3 hours ago
Sydney, New South Wales, Australia Gerson Lehrman Group Full timeWe are seeking an Associate to support GLG's business in Australia and New Zealand.Associates are the engine behind GLG's Insight Network, the world's largest and most varied source of first-hand expertise. The Associate role is a fast-paced, expert-facing role. Associates help drive GLG's business forward and add value through close coordination with...
-
Client Associate
6 days ago
Sydney, Australia Dentsu Full timeJob Description: - dentsu Media | Carat, Sydney | Permanent, Full Time_ Who we are dentsu are a network designed for what’s next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five global leadership brands; Carat, Dentsu Creative, dentsu X, iProspect and Merkle,...
-
Client Associate
7 days ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: dentsu is a network designed for what’s next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five...
-
Client Associate
2 days ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to play a key bridging role within the client account team, providing support to Executives and Managers, assisting in their day to day duties and development of campaigns Job Title: Client Associate **Job Description**: dentsu is a network designed for what’s next, helping clients predict and plan for disruptive future...
-
Client Associate
1 week ago
Sydney, New South Wales, Australia Perpetual Limited Full timeThis is a Client Associate - Responsible Entity Services role with Perpetual Limited based in Sydney, NSW, AU == Perpetual Limited ==Role Seniority - juniorMore about the Client Associate - Responsible Entity Services role at Perpetual Limited6 Month Max Term ContractHybrid Working: Three days a week in the office, giving you the option to work remotely...
-
Client Associate
2 hours ago
Sydney, New South Wales, Australia Dentsu Full timeJob Description:- dentsu Media | Carat, Sydney | Permanent, Full Time_Who we aredentsu are a network designed for what's next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five global leadership brands; Carat, Dentsu Creative, dentsu X, iProspect and Merkle, each with...
-
Client Associate
2 days ago
Sydney, New South Wales, Australia Dentsu Corporate Services Pty Ltd Full time $70,400 per yearJob Description:Who we aredentsu are a network designed for what's next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five global leadership brands: Carat, Dentsu Creative, dentsu X, iProspect and Merkle, each with deep specialisms.iProspect, a dentsu company, is a...
-
Client Associate
2 days ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to provide support to the senior team in delivering innovative trading solutions that deliver client objectives whilst meeting our business objectives and financial targets. Job Title: Client Associate **Job Description**: Born in Japan, raised in Australia, dentsu is one of the largest marketing and advertising agencies in the...
-
Client Associate
3 days ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: Part of Dentsu Group, dentsu International is a network designed for what’s next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in...
-
Client Associate
2 days ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: Part of Dentsu Group, dentsu International is a network designed for what’s next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in...
