Client Services Officer

2 weeks ago

Wellington, Wellington, New Zealand Findex Full time
T

he Opportunity F


his is a fantastic opportunity for an individual to develop a long-lasting career with one of Australia and New Zealand's largest providers of financial services.

If you have a desire to progress your career, then we want to hear from you W

hat will your typical week look like? T
- anaging client data, onboarding new clients P
- reparing client service agreements and collection of information for the delivery of Accountancy and Tax engagements C
- ommunicating effectively and in a timely basis with Advisers, Partners and Corporate staff and ensuring exceptional client service is always provided. A
- ssisting with the workflow scoping and tasking system. (Training provided) C
- ommunicating effectively and timely with advisers, partners, and corporate staff E
- nsuring all client related tasks in our local office or designated region are completed in accordance with SLAs ( S_ervice Level Agreements )_ and regulation standards R
- eception cover B

enefits C
- ompetitive salary on offer E

  • AP access supporting a healthy worklife balance C
- lear career development pathway and ongoing training support H
- ealth insurance benefits and more W
- xperience within a similar role C
- ompetent with Microsoft Office Suite A
- n eye for detail with a high level of accuracy I
- mmaculate professional presentation, strong verbal and written communication skills H
- ighly skilled in prioritising and coordinating tasks S
- how initiative, enthusiasm and a can-do attitude A
- n interest in the financial services industry (preferred) W

hy Findex? #lovewhereyouwork L
ooking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company and work on something cutting edge? Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Are you quick thinking and ready to push boundaries? W


ith offices in more than 100 locations across Australia & New Zealand and a network of more than 3,000 employees, Findex are now seeking a new generation of talent.

Are you motivated to help drive growth and innovation for our business? Progress your career and excel in your chosen field? L

ook no further. N

ext Steps? A


pply now - we can't wait to hear from you Please note, you will be directed to our careers page to apply.

P

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