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Act as the primary point of contact for clients to develop relationships and handle inquiries. Coordinate work teams to ensure quality service delivery and manage team workflow according to company policies.
Requires solid client services experience and advanced knowledge of the financial planning process and investment platforms. A Certificate IV or Diploma in Financial Services is desired.
Join our Financial Planning team at Findex as a Client Associate! This is a permanent, full-time position. We are open to the successful person being based anywhere in Australia where we have an office.
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.
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!
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).
If this role sounds like a good fit - Apply now!
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.
Your Story is Our Business
We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.
Offices: Level 23, 600 Bourke Street, Melbourne, Victoria 3000, AU · 188 Quay Street, Level 29, Auckland, AUK 1010, NZ · 4/1 Show Place, Level 1, Christchurch, Canterbury 8024, NZ · 57 Willis Street, Level 1, Wellington, WGN 6011, NZ · 35 Grey Street, Level 4, Tauranga, 3110, NZ
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