About the job
Join the Risk Insurance team at Findex as a Client Associate, where you will support Advisers in delivering exceptional service to clients. This job offers a fantastic opportunity for career progression and allows you to build strong relationships while managing a dedicated client portfolio. The team thrives on collaboration and is committed to driving positive client experiences.
You'll be responsible for
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Acting as the first point of contact for the team’s client base
Delivering outstanding client service and ensuring a positive experience for all clients.✉️
Managing Client Associate tasks with a strong focus on client communication
Ensuring effective communication with clients and supporting new business initiatives.🤝
Providing a concierge-style onboarding experience for new clients
Assisting new clients with the onboarding process, ensuring they feel welcomed and supported from the start.Key criteria
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Client service experience (2-4 years)
Demonstrated experience in client services or a comparable role.View
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Understanding of risk insurance
Strong knowledge of risk insurance and/or financial planning.View
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Collaboration skills
Proven ability to work well in a team-oriented environment.View
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