Findex is seeking a Client Associate to join the Financial Planning team. This permanent, full-time role is based in Brisbane or Melbourne. You will be the client-facing representative for a small team of Advisers, developing relationships, answering inquiries, coordinating work, and ensuring timely service for clients.
Highlights include FlexiFriday, a hybrid working environment, EAP access for work-life balance, and a clear career development pathway with ongoing training support.
Hybrid Client Concierge: Financial Planning Support in Melbourne employer: Findex
Findex is an exceptional employer that prioritises the growth and development of its employees, offering structured training and clear pathways to management roles. Located in Geelong, our vibrant work culture fosters collaboration and mentorship, allowing you to build strong client relationships while making a meaningful impact in the community through initiatives like the Findex Community Fund. Join us to be part of a supportive team that values diversity and empowers you to excel in your career.
