Client Associate

2 days 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**:

  • Client Support Associate

    12 hours ago

    Perth, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: WA- Perth inner - **Take the next step in your career and bring your passion for delivering outstanding customer service outcomes**: - **Be apart of a highly engaged and motivated team culture**: - **Opportunity based in Perth CBDs** **A career that gives you more** In this role, our Associates will be...

  • Senior Associate-Client Management

    2 weeks ago

    Perth, Western Australia NAB - National Australia Bank Full time $104,000 - $130,878 per year

    Senior Associate-Client Management & Execution (Perth)Job number: 803228Primary position location: WA- Perth innerCategory: Banking & Financial ServicesCategory: Corporate & Institutional BankingCategory: Credit Assessment/ExecutionWork type: Permanent Full timeClosing at: Sep :55 AWSTFavouriteBroaden your expertise in credit and portfolio managementComplex...

  • Client Coverage Associate

    1 week ago

    Perth, Australia Commonwealth Bank Full time

    **Client Coverage Associate (Analyst)** - **You are looking to become a Client Coverage specialist in Institutional Banking**: - **We are an innovative environment with client interaction, training & development**: - **Perth WA based position** **See yourself in our team**: Sitting within CBA’s Institutional Banking & Markets business, the Banks,...

  • Client Associate, Carat

    2 weeks ago

    Perth, Western Australia Dentsu Corporate Services Pty Ltd Full time $60,000 - $80,000 per year

    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.Carat is the world's first media agency and privileged...

  • Associate Manager, Client Engagement

    6 days ago

    Perth, Australia HAYS Full time

    Associate Manager, Client Engagement | Perth CBD | $80,000 base + sales bonus **Your new company** At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. With over 50 years’ experience and a workforce of more than 10,000 people across 34 countries, we make a difference in the global world of work. We believe the right...

  • Client Coverage Associate Director

    1 week ago

    Perth, Australia Commonwealth Bank Full time

    **Client relationship & originations role focussing on Banking, Government and Education sector**: - **Be part of this progressive and innovative environment**: - **Perth WA based position** **See yourself in our team**: Sitting within CBA’s Institutional Banking & Markets business, the Banks, Government and Education coverage team proactively develop...

  • Senior Associate-Client Management

    2 weeks ago

    Perth, Western Australia NAB Full time $104,000 - $130,878 per year

    Broaden your expertise in credit and portfolio managementComplex Corporate and Institutional Banking portfoliosPerth based permanent opportunityOur people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else.  Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the...

  • Senior Associate, Major Client Group

    4 days ago

    Perth, Western Australia Commonwealth Bank of Australia Full time $80,000 - $120,000 per year

    You are ambitious and passionate about servicing customersWe are a high performing team and value your professional developmentTogether we can drive sustainable business growth for our clientsSee Yourself In Our TeamThe Major Client Group (MCG) serves over 1,000 clients in the large business segment across Australia from large private enterprise to ASX...

  • Client Services Associate

    7 hours ago

    Greater Perth Area, Australia Connect Source Pty Ltd Full time $60,000 - $90,000 per year

    The Client Services Associate is responsible for managing and coordinating service delivery activities, including scheduling field service visits, quoting, and job tracking. This role also provides frontline support for the Helpdesk, ensuring customer queries are triaged and resolved efficiently or escalated appropriately. The Client Services Associate plays...

  • Senior Associate, Major Client Group

    4 days ago

    Perth, Western Australia Commonwealth Bank Full time $90,000 - $120,000 per year

    You are ambitious and passionate about servicing customersWe are a high performing team and value your professional developmentTogether we can drive sustainable business growth for our clientsSeeYourselfInOurTeamTheMajor Client Group(MCG)serves over 1,000 clients in thelarge business segmentacross Australiafrom large private enterprise to ASX listed...