Are you ready to take your Client Services or Administration career to the next level? We have two fantastic full-time opportunities available in our Nelson and Richmond Findex offices! Work alongside a passionate team of industry professionals who are committed to making a positive impact every day.
We are hiring for two office-based roles—a Client Services Coordinator and a Client Services Officer role. While both positions share similar responsibilities, the Client Services Coordinator role requires more experience and a deeper understanding of financial practices.
What These Roles Look Like
Client Services Coordinator – Nelson
Be the driving force behind seamless client experiences! Manage client data, onboarding, document prep, scheduling, and CRM updates while ensuring top-tier communication and service delivery to advisers, partners, and corporate staff. As a key team player, you will provide reception cover as required.
Client Services Officer – Richmond
Own the front-of-house experience and keep operations running smoothly! From client interactions and mail management to invoicing and supplier coordination, you’ll play a key role in supporting a dynamic and professional team.
Why Join Us?
We’re more than just a workplace—we’re a supportive and social team that values your growth and success. Here’s what you can look forward to:
- Collaborate with a close-knit, encouraging team that’s invested in your success.
- Enjoy ongoing learning opportunities to help you thrive in your career.
- Work alongside experienced Accounting and Finance professionals who are leaders in the industry.
What We’re Looking For
Are you a team player with a proactive mindset? If so, this could be the perfect role for you! Here’s what we value:
- Client Services Officer: Previous experience in customer service, administration, or a front-of-house role is preferred, but not essential.
- Client Services Coordinator: A strong understanding of financial practices and office administration, ideally within an accounting or professional services environment.
- Strong organisational skills, with the ability to prioritise and juggle multiple tasks.
- Proficiency with Microsoft Suite (Word, Excel, etc.).
- Relying on your critical thinking, resilience, and adaptability you can resolve issues independently and anticipate client or office needs.
- Strong written and verbal communication skills, with the ability to interact with senior stakeholders, clients, and external service providers.
About us
Why Findex? writeyournextchapter
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.
