Client Relations Associate — Hybrid, Financial Planning Brisbane City

Client Relations Associate — Hybrid, Financial Planning Brisbane City

16 Sep
|
Findex
|
Brisbane

16 Sep

Findex

Brisbane

Findex is seeking a Client Associate to join our Financial Planning team in Brisbane or Melbourne. You will be the client’s first point of contact, guiding interactions with a small Adviser team and ensuring every engagement is smooth and qualified.

As the initial client liaison, you will manage day-to-day relationships, coordinate work across the team, support the Team Leader, and may cover reception. This role offers hybrid work and transparent development opportunities within a growing practice.
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📌 Client Relations Associate — Hybrid, Financial Planning Brisbane City
🏢 Findex
📍 Brisbane

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