Findex37 jobs

Client Associate

JuniorMid levelFull-timeHybridBrisbane QLD, AustraliaPosted 1 week agoVerified 12 hours ago
Pending fitX of Y criteria met

About the job

Join the Financial Planning team at Findex as a Client Associate, where you will be the vital link between clients and Advisers. This job is all about building relationships, ensuring quality service, and contributing to the team's success. Findex fosters a collaborative environment, encouraging growth and development while making a positive impact in the community.

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

Managing team workflow using relevant Findex systems in line with 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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Think you're a good fit?See what the hiring team are looking for

View your fit

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

View

Financial planning knowledge
Advanced understanding of the financial planning process.

View

Investment platforms experience
Proven experience working on investment platforms.

View

Relevant qualifications
Certificate IV or Diploma in Financial Services preferred.

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