Hybrid Client Concierge: Financial Planning Support Melbourne

Hybrid Client Concierge: Financial Planning Support Melbourne

07 Aug
|
Findex
|
Melbourne

07 Aug

Findex

Melbourne

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 setting, EAP access for work-life balance, and a transparent career development pathway with ongoing training support.
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📌 Hybrid Client Concierge: Financial Planning Support Melbourne
🏢 Findex
📍 Melbourne

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