About this role
Client Associate at Careers at Findex -. Location: Brisbane, Queensland, Australia. Role: developing relationships, coordinating work, managing workflow Requirements: Client services experience in financial planning, knowledge of the financial planning process and investment platforms, strong communication and teamwork; Certificate IV/Diploma in Financial Services preferred. Category: Customer Service Seniority: Mid Level Certifications: certificate iv financial services, diploma financial services Commitment: Full Time Workplace: Hybrid Languages: English