Client Associate

3 days ago

Adelaide, Australia Findex Full time

The Opportunity 

We are currently seeking an experienced Client Associate to join our Financial Planning team within our Adelaide office. This is a permanent, full-time position, offering the successful candidate unique career progression throughout our client services pathway. 

What would your typical week look like?

As a Client Associate, your focus will be to support a small team of Advisers with the purpose of servicing the team’s client base by ensuring quality and continuity of service. This position is a varied role that involves being the first point of contact for a dedicated client base. 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.
  • Additionally, the Client Associate is required to work closely with the Team Leader to achieve the goals and objectives of the team.

More about the perks

  • Flexible working arrangements.
  • EAP access supporting a healthy work-life balance.
  • Clear career development pathway and ongoing training support.
  • Culture is a priority - as we continue to launch, acquire and scale businesses into different market segments, upholding a core set of key behaviours will enable us to continue to be successful, together.

Let’s talk about you

  • Solid Client Services experience in a similar role/environment.
  • Advanced knowledge and understanding of the financial planning process and solid experience working on Investment Platforms.
  • Excellent client and stakeholder relationship skills.
  • 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).

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 

Why Findex? writeyournextchapter 

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.  

With a passion for well-being Findex adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.

If this sounds like you, we look forward to meeting you. Apply now

Next Steps?

Apply now – we can’t wait to hear from you Please note, you will be directed to our careers page to apply.  

PLEASE NOTE:

Only candidates with valid work rights within Australia in which this position is based will be considered.  

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

  • Client Associate

    1 week ago

    Adelaide Region SA, Australia Findex Full time

    As a Client Associate, your focus will be to support a small team of Advisers with the purpose of servicing the team's client base by ensuring quality and continuity of service.At Findex, we believe in Dynamic working.This is our new way of thinking about an agile and flexible global workforce. It places trust in our team members to focus on the output and...

  • Client Associate Director

    3 days ago

    Adelaide, Australia Wavemaker Full time

    Description Position at WavemakerClient Associate DirectorAt Wavemaker, we believe there always is a better way to grow. By Positively Provoking Growth for our clients, our people and our partners, we shape decisions and experiences through media, content and technology. We are part of GroupM and WPP; the largest media...

  • Client Associate

    3 weeks ago

    Adelaide Region SA, Australia Dentsu Aegis Network Full time

    The 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...

  • Wavemaker | Client Associate Director

    3 days ago

    Adelaide, Australia GroupM Full time

    Description Position at Wavemaker Client Associate Director At Wavemaker, we believe there always is a better way to grow. By Positively Provoking Growth for our clients, our people and our partners, we shape decisions and experiences through media, content and technology.  We are part of GroupM and WPP; the largest media buying alliance and...

  • Client Associate

    5 days ago

    Greater Adelaide SA, Australia Carat Full time

    **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 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...

  • Wavemaker | Client Associate Director

    3 days ago

    Adelaide, Australia GroupM Full time

    Description Position at Wavemaker Client Associate Director At Wavemaker, we believe there always is a better way to grow. By Positively Provoking Growth for our clients, our people and our partners, we shape decisions and experiences through media, content and technology. We are part of GroupM and WPP; the largest media buying alliance and marketing...

  • Client Associate

    2 weeks ago

    Greater Adelaide SA, Australia Carat Full time

    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 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 to work...

  • Associate Director, Client Success Australia

    3 weeks ago

    Adelaide, Australia Think Research Corporation Full time

    This position is remote and based in Adelaide Australia. The Company ***Think Research is an industry leader in delivering knowledge-based digital health software solutions. Our mission is to organize the world’s health knowledge so everyone gets the best care. We create cutting-edge, evidence-based healthcare technology solutions that support the...

  • Private Client Services Associate

    1 week ago

    Greater Adelaide SA, Australia Piper Alderman Management Full time

    Adelaide Commercial Legal Full timePrivate Client Associate (4+ PQE)Our high performing, and busy Private Client Services team in Adelaide is growing and we are looking for a driven individual with significant relevant experience to play a senior role in our team. Our industry leading partners are STEP members and have been regularly recognised in Best...

  • Associate Director, Offering Management

    2 weeks ago

    Adelaide Region SA, Australia Kyndryl Australia Client Services Pty Ltd Full time

    Why KyndrylKyndryl is a market leader that thinks and acts like a start-up. We design, build, manage, and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl?We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our...

  • Graduate Client Associate Role

    1 week ago

    Adelaide Region SA, Australia ProForce Full time

    Global communication technology company Comprehensive training and mentorship Competitive salary with WFH opportunitiesOur client is a leading provider of technology, communications, information, and entertainment products, transforming the way we connect across the globe.They have a diverse network of people driven by ambition and united in our shared...

  • Associate (Adelaide)

    2 months ago

    Adelaide, Australia LGT Crestone Full time

    Your team A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates.  Working as part of the broader organisation of employees including:  Support roles including Office Manager, Front of House and Reception, Executive Assistant.  Operations team.  Specialists within the Investment,...

  • Private Client Services Associate

    3 weeks ago

    Greater Adelaide SA, Australia Piper Alderman Management Full time

    Adelaide - Commercial - Legal - Full time Private Client Associate (4+ PQE) Our high performing, and busy Private Client Services team in Adelaide is growing and we are looking for a driven individual with significant relevant experience to play a senior role in our team. Our industry leading partners are STEP members and have been regularly recognised in...

  • Associate Director

    2 weeks ago

    Adelaide, South Australia https:www.bebeejoin Full time

    Global property companyContinuous learning initiatives to invest in your careerHighly attractive remuneration packageThe company :A leading global real estate/property services provider is seeking an experienced and talented individual to join their team as an Associate Director of the retail and commercial property management department.Reporting to the...

  • Associate

    2 months ago

    Adelaide, Australia Mellor Olsson Full time

    Mellor Olsson Lawyers is one of the most established South Australian law firms with four offices servicing metropolitan and regional clients. As a values-driven organisation with a strong team culture, we are committed to achieving our purpose of helping South Australian businesses and individuals succeed. We have an excellent reputation for providing...

  • Andrew & Associates

    1 week ago

    Adelaide, South Australia Bizspot Full time

    MAKE A CONNECTIONAndrew & Associates is accepting messages:Send Message Project feasibility and cost projectionsMaintain personal involvement in projectsOffering a range of surveying, engineering and planning services for property development and service infrastructure in SAOur goal is to provide the highest possible level of service to our clients. The...

  • Associate

    1 week ago

    Greater Adelaide SA, Australia LGT Crestone Wealth Management Full time

    Min Experience- 2 yearsYour team A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. Working as part of the broader organisation of employees including:Support roles including Office Manager, Front of House and Reception, Executive Assistant. Operations team. Specialists within the...

  • Associate

    2 months ago

    Adelaide Region SA, Australia Clemenger Group Full time

    GRACosway is looking for an Associate to join our Adelaide office, working on a mix of political, policy and regulatory issues as part of our national team! This full-time, permanent role would suit someone with around two to three years' experience and offers plenty of variety and room to grow. About GRACosway GRACosway is proud to be Australia's leading...

  • Associate

    1 week ago

    Adelaide, South Australia Mellor Olsson Full time

    Mellor Olsson Lawyers is one of the most established South Australian law firms with four offices servicing metropolitan and regional clients. As a values-driven organisation with a strong team culture, we are committed to achieving our purpose of helping South Australian businesses and individuals succeed. We have an excellent reputation for providing...

  • Architecture Associate

    1 week ago

    Adelaide, South Australia ROUSSOS Recruitment Full time

    Job descriptionWe have partnered with a prominent architecture studio to engage a talented and creative Associate to join their growing Adelaide studio. With a diverse portfolio, you will have the opportunity to work across various design project types and sectors, including health, education, residential, commercial, and retail. Working closely with the...