{"id":3799490,"url":"https://alion.io/job/findex-client-services-officer-12","title":"Client Services Officer","company":{"id":2130205,"name":"Findex","domain":"findex.com.au","url":"https://alion.io/company/findex","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":58,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Invercargill, New Zealand"],"countries":["NZ"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-05T06:01:24Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-09T14:42:35Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Looking to build hands-on experience within a high-performing advisory team?\nWe are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Invercargill on a full-time and fixed term contract to provide exceptional client service.\nYour role, your contribution!\nTake charge of diverse administrative tasks, including client interactions, attending toclient meeting set up and preparing documentation for the send out of financial packages.\n\nProvide support for the WIP management process to Advisors, Partners, and Corporatestaff, as required.\n\nCommunicate with Accountants, Partners and other staff to ensure exceptional service delivery to support them in servicing client requests.\n\nThe Benefits of joining us!\nRecognition and reward for outstanding performance.\n\nA supportive team environment that values innovation and teamwork.\n\nA friendly, collaborative team.\n\nEAP access supportinga healthy work-life balance.\n\nWhat you bring to the role\nDemonstrated proficiency using the MicrosoftSuite.\n\nProven experience in an administrative or client services role.\n\nA genuine team player with a friendly and helpful attitude.\n\nExcellent written and verbal communication skills.\n\nHigh attention to detail and strong time management skills.\n\nNext steps: If you're ready to take the next step in your career, apply now - we'd love to hear from you!\nOur Impact: Why Findex?\nAt 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 plus offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.\nFindex New Zealand is one of the largest providers of practical accounting, audit, tax, wealth and business advice to individuals and businesses from a network of over 20 offices throughout the country.\nFor the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.\nFor You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that isrelevant to their role.\nFor our Customers - Together, Findex 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.\nFor Diversity & Inclusion - Findex is an equal opportunity employer. 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