Job Description
We are looking for an enthusiastic and self-motivated Client Associate to join our Business Advisory team in Perth.
Are you ready to embark on your next role? Join Findex as a Client Associate!
This role is designed to ensure the quality and continuity of client service delivery across dedicated Client Teams. As the central coordination point between clients, Partners and internal service teams, the CA will be accountable for the end-to-end client service outcomes - enhancing consistency, responsiveness, and quality across the client experience.
This is a full-time, permanent position based in our Perth office.
Your role, your contribution!
Serve as a first point of contact for a defined portfolio of clients to help strengthen client relationships and improve responsiveness.
Work alongside the Team Leader, aligning team workflow priorities with client needs contributing to achieving team performance goals and ensure adherence to internal systems, policies, and processes.
Act as a liaison between the Partners and the Client Service team, simplifying communication, increasing efficiency and reducing friction in the service process.
Lead a client service team, communicating priorities and ensuring workflow is managed for timely and accurate service delivery.
The benefits of Joining us!
EAP access to support a healthy work-life balance!
Comprehensive training including a dedicated buddy to get you off to the right start.
Clear career development pathway and ongoing training support!
What you bring to the role:
3 – 5 years’ experience in a similar administrative or client relationship role.
Minimum 12 months’ leadership experience.
Strong interpersonal skills with the ability to build rapport and trust with both external clients and team members alike.
Intermediate to Advanced MS Office skills (Word, Excel, PowerPoint).
Desirable:
Proficiency in other software platforms such as iManage, Salesforce and APS.
Certificate III or IV in Accounts Administration, Bookkeeping or relevant field.
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.
Are you ready to embark on your next role? Join Findex as a Client Associate!
This role is designed to ensure the quality and continuity of client service delivery across dedicated Client Teams. As the central coordination point between clients, Partners and internal service teams, the CA will be accountable for the end-to-end client service outcomes - enhancing consistency, responsiveness, and quality across the client experience.
This is a full-time, permanent position based in our Perth office.
Your role, your contribution!
Serve as a first point of contact for a defined portfolio of clients to help strengthen client relationships and improve responsiveness.
Work alongside the Team Leader, aligning team workflow priorities with client needs contributing to achieving team performance goals and ensure adherence to internal systems, policies, and processes.
Act as a liaison between the Partners and the Client Service team, simplifying communication, increasing efficiency and reducing friction in the service process.
Lead a client service team, communicating priorities and ensuring workflow is managed for timely and accurate service delivery.
The benefits of Joining us!
EAP access to support a healthy work-life balance!
Comprehensive training including a dedicated buddy to get you off to the right start.
Clear career development pathway and ongoing training support!
What you bring to the role:
3 – 5 years’ experience in a similar administrative or client relationship role.
Minimum 12 months’ leadership experience.
Strong interpersonal skills with the ability to build rapport and trust with both external clients and team members alike.
Intermediate to Advanced MS Office skills (Word, Excel, PowerPoint).
Desirable:
Proficiency in other software platforms such as iManage, Salesforce and APS.
Certificate III or IV in Accounts Administration, Bookkeeping or relevant field.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Associate position is now open for candidates interested in the Back Office Jobs sector. This role in Perth offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
