Client Associate

Visory; City of Brisbane; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

FlexiFriday

Hybrid work

EAP access

Career development

Job summary

Findex in Australia is seeking a Client Associate to be the client-facing contact for a small team of Advisers in Brisbane or Melbourne. You will build relationships, answer inquiries, and coordinate workflows to deliver timely service.

As the new client concierge, you'll ensure smooth team operations using Findex systems and policies, while collaborating with the Team Leader to meet team goals. This role supports career development through structured training and flexi scheduling.

Qualifications

• Solid Client Services experience in a similar role/environment.
• Advanced knowledge and understanding of the financial planning process.
• Solid experience working on Investment Platforms.
• A genuine team player attitude and ability to empower other people to learn and develop.
• Certificate IV or Diploma in Financial Services (Financial Planning Support).

Responsibilities

• Developing relationships with clients and external parties.
• Coordinate work teams to produce outcomes and attend to same-day service requests as the client concierge.
• Ensure team workflow is managed using Findex systems per policies.
• Work closely with the Team Leader to achieve the goals and objectives of the team.

Skills

Client Services

Financial Planning

Investment Platforms

Teamwork

Cert IV/ Diploma FP

Education

Certificate IV in Financial Services

Diploma in Financial Services

Job description

Join our Financial Planning team at Findex as a Client Associate! This is a permanent, full-time position based in Brisbane or Melbourne.

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.

Your role, your contribution!

You will be responsible for:

• Developing relationships with clients and external parties.
• Coordination of relevant work teams to produce expected outcomes and attending to same day service requests and acting as the new client concierge.
• The Client Associate is also responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.
• Work closely with the Team Leader to achieve the goals and objectives of the team.

The benefits of joining us!

• FlexiFriday - work extra hours and have every second Friday off (opt-in/opt-out)!
• Hybrid working environment - work from home and office
• EAP access supporting a healthy work-lifebalance!
• Clear career development pathway and ongoing training support!

What you bring to the role:

• Solid Client Services experience in a similar role/environment.
• Advanced knowledge and understanding of the financial planningprocess.
• Solid experience working on InvestmentPlatforms.
• A genuine team player attitude and ability to empower other people to learn anddevelop.
• Certificate IV or Diploma in Financial Services (Financial Planning Support).

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we've become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our "Wealth Accountant" and Family Office models. With 2,500 professionals across over 90 plus offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community

The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For You

At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers

Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you're empowered to work in a way that brings out your best - supporting your growth, your team, and the clients who trust us to make a real difference

For Diversity & Inclusion

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.