Findex37 jobs

Client Associate

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 2 months agoVerified 13 hours ago
Pending fitX of Y criteria met

About the job

Join the Financial Planning team at Findex as a Client Associate! This full-time, 12-month max-term contract position is perfect for someone based in Melbourne. As a Client Associate, you will be the client-facing representative for a small team of Advisers, ensuring quality service and developing strong relationships with clients. The team values collaboration and is dedicated to providing exceptional service while supporting each other in achieving goals.

You'll be responsible for

🤝

Developing relationships with clients and external parties

Building and nurturing connections with clients to enhance service delivery and satisfaction.
🔗

Coordinating relevant work teams to produce expected outcomes

Working closely with teams to ensure that client needs are met efficiently and effectively.
📞

Attending to same day service requests and acting as the new client concierge

Being responsive to client inquiries and ensuring a seamless experience for new clients.

Key criteria

🤝

Client services experience

Solid experience in client-facing roles within financial services.

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📈

Financial planning knowledge

Advanced understanding of the financial planning process.

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💻

Investment platforms experience

Proven experience working with investment platforms.

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

View your fit

5 criteria for this job
Client services experience
Solid experience in client-facing roles within financial services.

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Financial planning knowledge
Advanced understanding of the financial planning process.

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Investment platforms experience
Proven experience working with investment platforms.

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Team player attitude
Genuine ability to empower and support team development.

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Relevant qualifications
Certificate IV or Diploma in Financial Services preferred.

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