{"id":2424412,"url":"https://alion.io/job/findex-senior-client-services-officer-6","title":"Senior 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":"A","score":90,"open_postings":5,"ghost_share":0,"stale_share":0.2,"repost_share":0,"time_to_fill_p50_days":61,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hastings, New Zealand"],"countries":["NZ"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":43000,"max_usd":101000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":1380},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-13T03:43:45Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-24T01:26:35Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"Ready to grow your career in client services?\nWe're looking for a Senior Client Services Officer to join our Risk Insurance pool team, based on-site in Hastings. You'll support our advisers by implementing insurance, alongside day-to-day client service work such as managing enquiries and keeping client records accurate and up to date.\nThis is a close-knit team where you'll work directly alongside an experienced Hastings-based client services associate who'll provide hands-on training and support, all in a part-time role with some flexibility in how your hours are structured.\nYour role, your contribution!\nDelivering high-quality client service and outputs, in both written and verbal form.\n\nCompleting Risk Insurance applications and tracking the implementation process.\n\nLiaising with external providers and maintaining client records via Xplan.\n\nFormatting advice documents and implementing adviser recommendations.\n\nMaintaining accurate, up-to-date client data and compliance records.\n\nSupporting the wider Adviser Services team with pooled client associate tasks as needed.\n\nThe Benefits of joining us!\nA competitive salary, Kiwisaverand Southern Cross Health Insurance.\n\nAn active Social Club and collaborative team environment.\n\nFlexible part-time hours structured around your week.\n\nHands-on training and support from an experienced local team.\n\nA clear development pathway.\n\nWhat you bring to the role\nProven experience in a Client Services role or similar environment.\n\nA demonstrated ability to provide outstanding customer service.\n\nExcellent problem-solving skills and attention to detail\n\nExcellent planning and organisational skills with the ability to multitask and manage various service standards and deadlines\n\nDemonstrated ability to communicate effectively\n\nBasic to intermediate Microsoft Excel and Office skills.\n\nIf you're ready to take the next step in your client services career, apply now - we'd love to hear from you!\nOur Impact: Why Findex?\nFindex helps clients manage, grow, and protect their financial future with confidence. Since 1987, we've grown into one of Australasia's leading providers of integrated accounting, audit, tax, wealth, and business advisory services, with 2,500 professionals across more than 100 offices, including over 20 throughout New Zealand. Through our innovative Wealth Accountant and Family Office models, we combine local expertise with global reach to deliver personalised, holistic support - empowering clients and communities to grow, protect, and secure their financial future.\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 our Customers - Together, Findex and Crowe 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 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 is relevant to their role.\nFor 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.","description_format":"text","description_chars":3838,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Financial Advisory, Valuation & Restructuring","Accounting & Bookkeeping Services"],"lifecycle":[{"event":"open","at":"2026-10-13T06:52:11Z"}],"visa":[],"liveness":{"score":95,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.946,"p_room":1,"age_days":11,"expected_fill_days":61,"reasons":["conf:4","wave","win:early"],"computed_at":"2026-10-24T06:02:35Z"},"pay":null,"html_url":"https://alion.io/job/findex-senior-client-services-officer-6","json_url":"https://alion.io/job/findex-senior-client-services-officer-6.json","meta":{"generated_at":"2026-10-24T07:11:58Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10650,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2130205},"rest":"https://alion.io/mcp/rest/get_company?id=2130205"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffindex-senior-client-services-officer-6"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffindex-senior-client-services-officer-6"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffindex-senior-client-services-officer-6"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/findex-senior-client-services-officer-6\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffindex-senior-client-services-officer-6"}]}