Join our Risk Insurance team at Findex as a Client Associate!
This is a permanent, full-time opportunity offering genuine career progression through our Client Services pathway. The successful candidate will be based in Melbourne.
As a Risk Client Associate, you will support a small team of Advisers to deliver exceptional service to our clients. This is a varied and client-focused role where you will act as the first point of contact for a dedicated client portfolio, build strong relationships, coordinate service outcomes, and support new client onboarding.
You’ll play a key role in ensuring workflows are managed through Findex preferred systems and completed in line with company policies and procedures. Working closely with the Team Leader and Advisers, you’ll help drive positive client experiences and contribute to the overall success of the team.
Your role, your contribution!
Key responsibilities include:
• Acting as the first point of contact for the team’s client base and delivering outstanding client service
• Managing Client Associate tasks with a strong focus on client communication and new business support
• Responding to enquiries from Advisers, clients, accountants, and third parties relating to personal insurance
• Providing a concierge-style onboarding experience for new clients
• Assisting clients with the completion and return of required documentation, including follow-up where needed
• Supporting the Advice team in meeting annual review service obligations
• Conducting yearly client file reviews to ensure contact details and compliance records remain accurate and up to date
The benefits of joining us!
• FlexiFriday – work additional hours and enjoy every second Friday off (opt-in/opt-out)
• Hybrid working environment – split your time between home and office
• Access to our Employee Assistance Program (EAP) to support your wellbeing
• Clear career development pathways and ongoing training support
What you’ll bring to the role:
• Strong understanding of Risk Insurance and/or Financial Planning
• 2–4 years’ experience in Client Services or a comparable role
• A collaborative mindset and genuine team-player attitude
• Excellent communication, organisation, and relationship-building skills
Desired qualifications:
• Certificate IV or Diploma in Financial Services (Financial Planning Support)
If this role sounds like a good fit - Apply now!
Our Impact: Why Findex?
At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 90 plus offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.
For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.
For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.
For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference
For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Findex Melbourne, Victoria, AUS Office
600 Bourke St, Melbourne, Victoria, Australia, 3000
