Client Associate

18 hours ago

Melbourne, Victoria, Australia FINDEX Full time $60,000 - $80,000 per year

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.

Are you ready to expand your wealth career as a Client Associate?

Join our Financial Planning team at Findex as a Client Associate in our Melbourne office This is a permanent, full-time position, offering the successful candidate unique career progression throughout our client services pathway.

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 balance
    Clear 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?

If this sounds like you, apply now

PLEASE NOTE:

Only candidates with valid working rights within Australia will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

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