Join our Financial Planning team at Findex as a Client Associate in our Melbourne office! The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures. […]
As a Client Associate, your focus will be to support a small team of Advisers with the purpose of servicing the team’s client base by ensuring quality and continuity of service. This position is a varied role that involves being the first point of contact for a dedicated client base. You will be responsible for: […]
Culture is a priority - as we...