Client Services Officer

Dunedin
Permanent
Full-time

13 days ago

Job Category: Client Services SupportJob Description:Help us deliver excellence, one client at a time - Join Findex as a Client Services Officer!This role is responsible for supporting and completing administrative tasks within our Tax Advisory Client Services Team, based in Dunedin. You will be responsible for ensuring tasks are completed effectively with a high level of customer service.This is a full-time, permanent role, with the potential for some flexibility for hybrid arrangements.What will your typical week look like?

Take charge of diverse administrative tasks, including formatting letters and word processing.

Dive into the world of client data management, ensuring accuracy in reports like timesheets, billings, and expenses.

Play a crucial role in preparing client service agreements, collecting information for impactful tax engagements.

Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service.

More about the perks!

Comprehensive training with a dedicated buddy to guide you - Join us to learn, grow, and thrive!

Be part of our Reward & Recognition Benefits program, celebrating outstanding performance.

Experience a positive and collaborative work culture that fosters innovation and teamwork.

Health insurance discounts, an active social club and more.

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

Demonstrated proficiency using the Microsoft Suite.

A genuine team player with a friendly, helpful, and constructive attitude.

Excellent communication skills, high attention to detail and problem-solving skills.

Ability to work independently, as well as a part of a team.

Why Findex?At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? 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?If this sounds like you, we look forward to meeting you. Apply now!PLEASE NOTE:Only candidates with valid work rights within 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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