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.