Findex33 jobs

Client Associate

JuniorMid levelFull-timeHybridCanberra ACT, AustraliaFinancePosted 2 months agoVerified 6 hours ago
Pending fitX of Y criteria met

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.

Meet the team

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Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

🌟

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

🤝

Client services experience

Solid experience in client-facing roles to ensure satisfaction.

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📊

Financial planning knowledge

Advanced understanding of financial planning processes and principles.

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💼

Investment platforms experience

Demonstrated experience working with investment platforms.

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A meaningful career starts with a match

View your fit

5 criteria for this job
Client services experience
Solid experience in client-facing roles to ensure satisfaction.

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Financial planning knowledge
Advanced understanding of financial planning processes and principles.

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Investment platforms experience
Demonstrated experience working with investment platforms.

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Team player attitude
Ability to empower and support team members in their development.

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Relevant qualifications
Certificate IV or Diploma in Financial Services preferred.

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