Job Description
Are you the person your team turns to when they want to get it right for the client? We are looking for a Client Services Team Leader to set the standard for how we deliver, guiding a team to consistent, high-quality service across our Client Teams.
In this role, you will be the central link between clients, Partners, and internal service teams, accountable for end-to-end client service outcomes. You will lead a team, strengthen client relationships, and drive the responsiveness, efficiency, and quality that define a great client experience.
We welcome applications from candidates anywhere in New Zealand. Internally, this position is called Client Associate.
What you’ll do:
- Lead, mentor, and manage a Client Service team, ensuring timely and accurate delivery
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Be the first point of contact for a defined portfolio of clients, strengthening relationships and responsiveness
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Act as the liaison between Partners and Client Teams
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Champion client onboarding, workflow management, and accurate, timely billing
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Ensure compliance and streamline processes to improve efficiency
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Proactively identify opportunities to elevate the client experience
What we offer at Findex:
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A competitive salary, KiwiSaver and health insurance
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Flexible work arrangements for genuine work-life balance
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A collaborative and supportive team
What we’re looking for:
- Demonstrated leadership experience, with a proven ability to coach and inspire a team
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Experience in a client-facing role, ideally within professional services
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Strong relationship-building skills and a client-first mindset
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Organised, proactive, and confident managing competing priorities
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A problem-solver who thrives in a collaborative, team-focused environment
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Intermediate to advanced MS Office skills
If this role sounds like a good fit, apply now!
Our impact: why Findex?
Findex is one of the largest providers of accounting, audit, tax, wealth, and business advice in New Zealand, with a network of over 20 offices nationwide. Since 1987 we have grown into a leading Australasian provider of integrated accounting, advisory, and wealth solutions, with 2,500 professionals across 100+ offices.
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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.
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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.
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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.
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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.