Client Associate

Job Description

JOB  DETAILS

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-life balance!
• 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 planning process.
• Solid experience working on Investment Platforms.
• A genuine team player attitude and ability to empower other people to learn and develop.

Desired:

• Certificate IV or Diploma in Financial Services (Financial Planning Support).

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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