Client Services Officer
Job Description
Behind every smooth-running accounting team is someone keeping the admin, the invoicing, and the client coordination on track. We’re looking for that person to join our Hawke’s Bay team.
We’re seeking a permanent, full-time Client Services Officer to join our Accounting and Tax team, based 2 days a week in Hastings and 3 days a week in Waipukurau. This role suits an enthusiastic professional who takes pride in delivering high-quality service.
Your role and contribution
- Provide front-of-house reception, warmly greeting clients and visitors, answering incoming calls, and managing the front desk
- Manage day-to-day administrative tasks including printing, filing, scanning, ordering supplies, mail, and liaising with building and property managers on maintenance
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Coordinate client meetings and prepare financial documentation
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Take ownership of invoicing and Work in Progress (WIP) management
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Liaise with Advisers, Partners, and staff to support client requests and service delivery
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Ensure client tasks across the region meet internal and external standards
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Provide general support to the team, including file creation and database management
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
- Proven administration experience with strong attention to detail
- Proficiency in the Microsoft Office suite, including Outlook, Teams, Word, and Excel
- Exceptional communication skills and a professional phone manner
- Strong organisational and time management skills with the ability to multitask
- A positive, collaborative attitude and a willingness to develop new skills
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.
