Client Associate

Findex
Queensland
Full time
3 days 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
Other Job Recommendations:

Retail Sales Associate - Casual

New Balance
Sydney, New South Wales
  • Provide exceptional customer service and support
  • Drive sales through providing customers with informative...
2 days ago

Full Time - Sales Associate - Bath & Body Works - (Chadstone)

Victoria's Secret
Melbourne, Victoria
  • Fun, supportive team & career growth opportunities
  • Great staff discounts across Valiram brands
  • Training to help you thrive...
3 days ago

Store Sales Associate

Crocs
Queensland
$49,900 - $57,620
  • Support team members in the daily execution of retail...
  • Learn & assist in various departments within the store...
5 days ago

Associate, Structured Finance Services

NAB - National Australia Bank
Melbourne, Victoria
$87,093 - $110,280
  • Two opportunities exist for an Associate to join the...
  • You will be tasked to find the simple solutions when things...
2 weeks ago

Private Client Advisor (Consultant)

Henley and Partners
Remote
$86,957 - $110,107
  • Cutting-Edge Expertise: Join industry pioneers providing...
  • Dynamic Culture: Work in a multicultural and inclusive...
1 week ago

Associate Kit Assembler

Stryker
Adelaide, South Australia
$81,045 - $102,621
We are proud to offer you our total rewards package which includes bonuses, healthcare, insurance benefits, retirement programs,...
1 week ago

Client Support Officer

Victorian Government - Department of Families, Fairness, and Housing
Victoria
$63,921 - $80,938
Operating within the Hub Support Team, the Client Support Officer will respond to face-to-face, electronic and telephone enquiries...
1 week ago

Client Solutions Manager (Acquisitions, Education and Wagering)

TikTok
New South Wales
We work with brands of all sizes, be it SMBs, large businesses or agencies, empowering them to connect and engage with their...
5 days ago

Commercialisation Senior Associate / Associate (Business and Social Innovation)

Griffith University
Gold Coast City, Queensland
USD 113,713 - USD 160,756
  • Wide range of Learning and Development opportunities
  • Mix of on campus and work from home options possible and a...
3 weeks ago

Client Advisor

Kieser Australia
Adelaide, South Australia
$26 - $28
About Us Kieser Australia is a network of integrated Physiotherapy, Rehabilitation, and Strength & Conditioning Clinics The...
4 weeks ago