Client Services Officer

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.