Client Associate

Job Description

Do you thrive on delivering exceptional client service while leading a high-performing team? We’re seeking a Client Associate to drive quality, consistency, and operational excellence across our Client Teams.

Ideal for someone passionate about leading teams, building client relationships, and driving results, you’ll act as the link between clients, Partners, and internal teams—overseeing end-to-end service delivery to enhance responsiveness, efficiency, and client satisfaction.

At Findex, we know great performance comes from flexibility. With hybrid work options and support for work-life balance, you’ll have the freedom to work in a way that brings out your best.

What you’ll do: 

• Be the first point of contact for a defined portfolio of clients, strengthening relationships and improving responsiveness. 
• Lead, mentor, and manage a Client Service team, ensuring timely and accurate delivery of services. 
• Play at pivotal role and act as a liaison between Partners and Client Teams 
• Ensure compliance and streamline processes to improve efficiency.   
• Champion client onboarding, streamline workflow management, and ensure timely and accurate billing processes 
• Proactively identify opportunities to improve processes and elevate the client experience. 

What we offer at Findex 

• A competitive salary, Kiwisaver + Health Insurance 
• Hybrid working – work from the office and home
• An active social club and collaborative team environment 
• Clear career development pathway and ongoing training support  
• Employee Assistance Program to support wellbeing and work-life balance 
• Reward & Recognition program celebrating your achievements 

What we’re looking for: 

• Proven experience in a client-facing or administrative role, ideally within professional services. 
• Demonstrated leadership experience, with proven ability to coach and inspire others. 
• Strong relationship-building skills, with a client-first mindset. 
• Organised, proactive, and confident in managing competing priorities. 
• Proficient in technology, with intermediate to advanced MS Office skills. 
• A problem-solver who thrives in a collaborative, team-focused environment. 

Why Findex? Writeyournextchapter 

We’re focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride ourselves on an integrated service offering that includes accounting, wealth management, investment, lending, and insurance services to help individuals and businesses manage and grow their wealth while protecting their assets. 

Next Steps? 

If this sounds like the next step in your career, we’d love to hear from you. 

Please note: Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered. 

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. 

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.