Client Services Officer

Nelson
Permanent
Full-time

1 month ago

Job Category: Client Services SupportJob Description:We're looking for an energetic and motivated individual to join our collaborative team as a Client Services Officer. This position supports both the Findex Richmond and Nelson offices with days at each office to be arranged as required.You'll receive full training and ongoing opportunities to grow your skills and experience. If you're proactive, positive, and ready to take initiative, this could be your next great move!What will your typical week look like?

Provide administrative support to the Accounting and Tax team, including assisting with the workflow tasking system and database management
Administration tasks including; onboarding and offboarding client accounts, AML compliance, preparing and formatting Client Service Agreements, and monitoring workflow systems to ensure compliance documentation is delivered and filed on time marking work in and formatting of final work out to the client.
WIP Management
Ensuring timely completion of all client related tasks, meeting internal and external service standards
Assisting with front-of-house reception duties and office operational tasks
Communicating effectively with Clients, suppliers, and staff

What we offer at Findex

A competitive salary, Kiwisaver + subsidised southern cross health insurance
An active social club and collaborative team environment
Clear career development pathway and ongoing training support
EAP access supporting a healthy work-life balance
Access to Reward & Recognition Benefits program

Let's talk about you!You are someone with…..

Proven administration experience with intermediate Microsoft Office Suite skills
Excellent time management and organisational skills, with the ability to multitask and adapt to change
Effective communication and interpersonal skills, with confidence in dealing with clients and stakeholders
A solution-focused mindset, willingness to learn and develop, and an enthusiastic can-do attitude

Why Findex? WriteyournextchapterFindex is a provider of accounting, audit, tax, business and financial advice to individuals, small and medium enterprises in Australasia.We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.We are passionate about what we do and how we do it. Are you a bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?Next Steps?Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.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.

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