Findex39 jobs

Client Associate

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 3 months agoVerified 20 minutes ago
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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

🤝

Developing relationships with clients

Building strong relationships with clients and external parties to enhance service delivery.
🔗

Coordinating work teams

Coordinating relevant work teams to produce expected outcomes and ensure quality service.
📈

Managing team workflow

Ensuring that team workflow is managed using relevant Findex systems and in line with Findex policies and procedures.

Key criteria

🤝

Client services experience

Solid experience in client services within a similar environment.

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📈

Financial planning knowledge

Advanced understanding of the financial planning process.

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💻

Investment platforms experience

Proven experience working on investment platforms.

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Meet the team

About the company

View your fit

4 criteria for this job
Client services experience
Solid experience in client services within a similar environment.

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Financial planning knowledge
Advanced understanding of the financial planning process.

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Investment platforms experience
Proven experience working on investment platforms.

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Financial services certification
Certificate IV or Diploma in Financial Services preferred.

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