About the job
Join the Financial Planning team at Findex as a Client Associate! This exciting opportunity allows you to be the first point of contact for clients, developing relationships and ensuring quality service. The team thrives on collaboration and is dedicated to supporting each other in achieving shared goals.
You'll be responsible for
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Developing relationships with clients
Building strong connections with clients and external parties to enhance service delivery.🔗
Coordinating work teams
Ensuring relevant teams are aligned to produce expected outcomes for clients.📞
Managing same day service requests
Acting as the new client concierge and addressing immediate client needs.Key criteria
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Client services experience
Solid experience in client-facing roles to ensure satisfaction.View
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Financial planning knowledge
Advanced understanding of financial planning processes and principles.View
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Investment platforms experience
Demonstrated experience working with investment platforms.View
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