Client Associate

Findex; City of Brisbane; On-site; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid working environment

Employee Assistance Program

Career development pathway

Job summary

Findex is seeking a Client Associate to join our Financial Planning team in Brisbane or Melbourne. You will be the client’s first point of contact, guiding interactions with a small Adviser team and ensuring every engagement is smooth and professional.

As the initial client liaison, you will manage day-to-day relationships, coordinate work across the team, support the Team Leader, and may cover reception. This role offers hybrid work and clear development opportunities within a growing practice.

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.

Responsibilities

• Manage client relationships day-to-day, including responding to queries.
• Co-ordinate work across the team and attend to same-day requests as the team's primary client contact.
• Work closely with your Team Leader to support the team's goals and maintain a high standard of service.
• Cover reception as required.

Skills

Client services

Financial planning knowledge

Investment platforms

Team player

Education

Certificate IV in Financial Services

Tools

Investment platforms

Job description

Be the client-facing presence our clients rely on. Join Findex today!

We are seeking a Client Associate to join our Financial Planning team on a permanent, full-time basis, based in Brisbane or Melbourne. This is more than an administrative role — you will be the client's first point of contact, the connective link across a small Adviser team, and the person who ensures every interaction is handled smoothly and professionally.

Your role, your contribution!

As the first point of contact for new clients, you will help set the tone for their experience with us, while managing workflow behind the scenes using Findex systems and processes. You will:

• Manage client relationships day-to-day, including responding to queries,
• Coordinating work across the team and attending to same-day requests as the team's primary client contact,
• Working closely with your Team Leader to support the team's goals and maintain a high standard of service, and
• Covering reception as required.

The benefits of joining us!

• FlexiFriday — accrue extra hours from Monday to Thursday and take every second Friday off, at your discretion,
• A genuine hybrid working environment, balancing time between home and office,
• Access to an Employee Assistance Program supporting overall wellbeing, and
• A clear career development pathway, backed by ongoing training and 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.

Desirable but not essential:

• 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.