Client Associate

6 months ago


New Zealand Findex Full time

Support our team of NZ Financial Advisers and be the first point of contact for our clients. Enjoy the flexibility to work from home and the office Excellent opportunity for a self-starter

Are you a dedicated Client Services professional driven by a commitment to delivering exceptional customer care?

We're offering an exceptional opportunity for a Client Associate who is looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting edge.

**A Glimpse into Your Typical Week**:

- Support a small team of Financial Advisers by servicing the teams client base and being the first point of contact
- D evelop relationships with clients, internal and external parties
- Coordinate relevant work teams to produce expected outcomes and attending to same day service requests and acting as the new client concierge
- Ensure that the team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures

**Perks We Offer: Findex values your growth and well-being.**
- Access a clear career development pathway with ongoing support
- Enjoy flexibility with work-from-home and office options
- Prioritise your work-life balance with fully paid health insurance and Employee Assistance Program (EAP) access

**About You**:

- Proven Client Services experience in a similar role/environment.
- Passionate about providing excellent stakeholder experiences
- Knowledge and understanding of the Financial Planning process
- Team orientated with a passion to learn and grow

**Our Team Culture**:
Be a part of our growing, supportive, positive, and collaborative team. Connect with stakeholders locally and nationally as we work together towards shared success.

**Why Findex? #writeyournextchapter**

We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride our self on an integrated service offering that includes an accounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.

With a passion for well-being, Findex adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.

**PLEASE NOTE**:


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