Findex in Australia is seeking a Client Associate to be the client-facing contact for a small team of Advisers in Brisbane or Melbourne. You will build relationships, answer inquiries, and coordinate workflows to deliver timely service.
As the current client concierge, you'll ensure smooth team operations using Findex systems and policies, while collaborating with the Team Leader to meet team goals. This role supports career development through structured training and flexi scheduling.
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📌 Client Concierge: Financial Planning Support (Hybrid) (Brisbane City)
🏢 Visory
📍 Brisbane City
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