Client Services Officer

Looking to build hands-on experience within a high-performing advisory team?

We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Invercargill on a full-time and fixed term contract to provide exception client service.

Your role, your contribution!

- Take charge of diverse administrative tasks, including client interactions, attending to client meeting set up and preparing documentation for the send out of financial packages.

- Provide support for the WIP management process to Advisors, Partners, and Corporate staff, as required.

- Communicate with Accountants, Partners and other staff to ensure exceptional service delivery to support them in servicing client requests.

The Benefits of joining us!

- Recognition and reward for outstanding performance.

- A supportive team environment that values innovation and teamwork.

- A friendly, collaborative team.

- EAP access supporting a healthy work-life balance.

What you bring to the role

- Demonstrated proficiency using the Microsoft Suite.

- Proven experience in an administrative or client services role.

- A genuine team player with a friendly and helpful attitude.

- Excellent written and verbal communication skills.

- High attention to detail and strong time management skills.

Next steps: If you're ready to take the next step in your career, 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 plus offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

Findex New Zealand is one of the largest providers of practical accounting, audit, tax, wealth and business advice to individuals and businesses from a network of over 20 offices throughout the country.

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.