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Client Associate

3 weeks ago

Perth, Australia Findex Full time

Are you ready to embark on your next role? Join Findex as a Client Associate This role is designed to ensure the quality and continuity of client service delivery across dedicated Client Teams. As the central coordination point between clients, Partners and internal service teams, the CA will be accountable for the end-to-end client service outcomes - enhancing consistency, responsiveness, and quality across the client experience. This is a full-time, permanent position based in our Perth office.

**Are you ready to embark on your next role? Join Findex as a Client Associate**

This role is designed to ensure the quality and continuity of client service delivery across dedicated Client Teams. As the central coordination point between clients, Partners and internal service teams, the CA will be accountable for the end-to-end client service outcomes - enhancing consistency, responsiveness, and quality across the client experience.

This is a full-time, permanent position based in our Perth office.

**What would your typical week look like?**
- Serve as a first point of contact for a defined portfolio of clients to help strengthen client relationships and improve responsiveness.
- Work alongside the Team Leader, aligning team workflow priorities with client needs contributing to achieving team performance goals and ensure adherence to internal systems, policies, and processes.
- Act as a liaison between the Partners and the Client Service team, simplifying communication, increasing efficiency and reducing friction in the service process.Lead a client service team, communicating priorities and ensuring workflow is managed for timely and accurate service delivery.

**More about the perks**
- Hybrid working environment - work from home and office.
- EAP access to support a healthy work-life balanceClear career development pathway and ongoing training support

**Let’s talk about you**
- 3 - 5 years’ experience in a similar administrative or client relationship role.
- Minimum 12 months’ leadership experience.
- Strong interpersonal skills with the ability to build rapport and trust with both external clients and team members alike.
- Intermediate to Advanced MS Office skills (Word, Excel, PowerPoint).

Desirable:

- Proficiency in other software platforms such as iManage, Salesforce and APS.Certificate III or IV in Accounts Administration, Bookkeeping or relevant field.

**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**: