Client Associate

Findex
Queensland
Full time
3 weeks ago

Are you ready to expand your wealth career as a Client Associate?
Join our Financial Planning team at Findex as a Client Associate in our Brisbane office! This is a permanent, full-time position, offering the successful candidate unique career progression throughout our client services pathway. 

The Client Associate is the client facing representative for a small team of Advisers for the purpose of servicing the team’s client base, ensuring quality and continuity of service. This position is a varied role that involves being the client’s first point of contact responsible for developing relationships with those clients, answering inquiries, coordination of relevant work for their teams to produce expected outcomes, and attending to same day service requests.

 

What would your typical week look like?

You will be responsible for: 

 

More about the perks!

 

Let’s talk about you!

Desired: 

 

Why Findex?

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.  

We are passionate about what we do and how we do it. Are you a bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards? 

If this sounds like you, apply now!

 

PLEASE NOTE:
Only candidates with valid working rights within Australia will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

Apply
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