Client Services Officer, Tauranga
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Findex NZ

Client Services Officer

  • Posted 4d ago
  • On Site
  • Full Time

Tauranga

Job Description

Our Tauranga Accounting and Tax team is a close-knit group that genuinely enjoys working together and is looking for someone who will fit right in. If you enjoy supporting a team, managing competing priorities and taking the initiative to keep things running smoothly, this could be your next opportunity.

We're seeking a permanent, full-time Client Services Officer to join the team.


Your role and contribution


  • Provide efficient day-to-day administrative support to the team.
  • Deliver professional front-of-house and client service support.
  • Coordinate mail, couriers and general office requirements.
  • Assist with client onboarding, offboarding, verification and record maintenance.
  • Prepare, scan, print, bind and distribute client documents and signing packs.
  • Coordinate Adobe Sign processes and ensure documents are completed within required timeframes.
  • Support billing, invoice processing, credit card reconciliations and related administration.
  • Assist with task management, reporting, events, facilities and stationery requirements.
  • Collaborate with clients, colleagues, suppliers and stakeholders to deliver accurate, timely and compliant outcomes while providing an exceptional experience.
  • Assist with event planning and coordination.


Benefits of joining the team


  • Recognition and rewards for high performance
  • A supportive and collaborative work environment
  • Health insurance, staff benefits and more


What you bring to the role


  • Experience in administration, client services or a similar environment.
  • Intermediate to advanced Microsoft Office skills, including Outlook, Word, Excel and PowerPoint.
  • Excellent communication skills and a professional, client-focused approach.
  • Strong organisational skills, attention to detail and the ability to manage competing priorities.
  • A positive, proactive and results-focused attitude.
  • A collaborative approach and the ability to work effectively as part of a team.
  • The ability to follow established processes and procedures while maintaining accurate records.
  • A willingness to learn, embrace new technology and use AI tools to improve efficiency and service delivery.


If this sounds like a good fit — apply now, we'd love to hear from you.

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 building 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've donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has contributed over 9,000 volunteer hours, making a real difference through personal engagement.
  • For you: we focus on developing our people first. With structured training and development opportunities, we help our people grow their careers in a way that sets them up for success — including support for external study relevant to your role.
  • For our customers: together, we 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 and 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.

Desired Hard Skills

  • Microsoft Office
  • Record Maintenance
  • Invoice Processing
  • Task Management
  • Client Onboarding

Desired Soft Skills

  • Communication
  • Teamwork
  • Attention to Detail
  • Organisational Skills
  • Proactive Attitude

Benefits & Perks

Culture

  • 🤱 Extended Parental Leave
  • 📆 Paid Volunteer Leave
  • 🏘 Work from Home
  • 🧕 Inclusive Workspace
  • ❤ Care and Appreciation
  • 🩺 Health Insurance
  • ⚖ Work-Life Balance Support
  • 💸 Payroll Giving
  • 🏥 Subsidised Health Insurance
  • 📈 Professional Development
  • 🎉 Employee Discounts and Rewards
  • 🎖 Long Service Rewards
  • 📣 Referral Bonuses
  • 🏆 Performance Bonus
  • 💻 Company Supplied Technology
  • ⏰ Flexible Work
View All
  • 🐾 Dog Friendly
  • 🌿 Indigenous Rights
  • 💝 Charitable
  • 🙌 Community Focused
  • 🌐 INZ Accredited Employer

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