Client Associate at Findex

Dubbo, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

06 Aug, 26

Salary

0.0

Posted On

08 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Team Coordination, Workflow Management, Client Onboarding, Billing Hygiene, Stakeholder Engagement, Time Management, Organizational Skills, Communication, Problem Solving, Attention To Detail, Mentoring

Industry

Financial Services

Description

Ready to take the lead in delivering exceptional client experiences? Join Findex as a Client Associate, where you’ll coordinate teams, build strong client relationships and drive seamless service delivery in Dubbo, NSW. As a Client Associate at Findex, you’ll be the central link between clients, Partners and internal teams, driving seamless service delivery while leading and supporting a high-performing Client Services team. This role will be based in our Dubbo office, offering the opportunity to work closely with established client teams while supporting continued growth across the region. Your role, your contribution! * Act as the first point of contact for a portfolio of clients, building strong relationships and ensuring responsive, high-quality service * Lead and coordinate the Client Services team, aligning workflow priorities with client needs and team performance goals * Partner with Team Leaders and Partners to streamline communication, improve efficiency and reduce administrative burden * Drive key operational activities including client onboarding, calling in work, WIP and billing hygiene, and workflow management * Liaise with clients, ATO and internal stakeholders to manage queries, compliance requirements and service delivery The benefits of joining us! * A leadership opportunity within a collaborative and supportive Client Services environment * The chance to work closely with Partners and senior stakeholders, influencing client outcomes * Exposure to a diverse client base and multiple service lines across the business * Ongoing learning, development and career progression opportunities * Be part of a nationally recognised professional services firm What you will bring to the role: * Proven experience in a client service, administration or relationship management role (3–5 years preferred) * Previous leadership or team coordination experience, with the ability to mentor and guide others * Strong organisational and time management skills, with the ability to manage multiple priorities * Excellent communication skills and confidence engaging with clients and internal stakeholders * A proactive, solutions-focused mindset with strong attention to detail * Experience within an accounting or financial services environment will be highly regarded 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 100 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.

Responsibilities

Act as the primary point of contact for a client portfolio while leading and coordinating the Client Services team. Drive operational activities including onboarding, billing hygiene, and workflow management to ensure seamless service delivery.