Client Services Coordinator

2 weeks ago

Wellington, Wellington, New Zealand Findex Full time

Write your next chapter with Findex where you can grow your career with us from anywhere and be empowered to work in a way that best meets your needs and those of your team and clients.


Client Services Coordinator/Invercargill

  • Findex values your needs and allows you to be the best version of yourself
  • Work around your family, lifestyle or personal commitments
  • Thrive in ways that suit your personal development and lifestyle
Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself.


With a focus on empowering you to work in a way that best meets your needs and those of your team and clients, your career growth isn't limited by your location.

With more than 100 offices throughout metropolitan, regional and rural Australasia, we provide you with opportunities to pursue your dreams, wake up every day in a place you love and surround yourself with people who inspire and challenge you.

We attract, retain and promote people who share a sense of purpose and belonging. And we come together to achieve amazing outcomes for our clients and communities. We share a sense of purpose and belonging that goes beyond the day to day. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

What will your typical week look like?

  • Day to day, you will be working with a hardworking, fun team of professionals
  • Partners, Managers, Auditors and the Client Services Admin team. You will take ownership of complex administration tasks as outlined below. We will provide you with great tools, training and support.
  • Managing client data, checking reports including timesheets, billings and expenses, preparing client service agreements. Communicating effectively and in a timely basis with Advisers, Partners and Corporate staff and ensuring exceptional client service is always provided.
  • Providing diary assistance, expenses, travel bookings, compiling documents, presentations and reports. Updating the CRM system and assisting with the workflow scoping and tasking system.

More about the perks

  • We aim to provide flexible schedules, work environments and experiences
  • Build a thriving career that aligns with a fulfilling life
  • Work around your family, lifestyle or personal commitments
  • Full remote working set
- up to work from wherever you want

  • Be rewarded with opportunities for development and promotion
  • Grow your career while living somewhere you love
  • Opportunities to explore career paths across divisions
  • Thrive with the support of a team who share a common goal
  • We're a people business and a business for all kinds of people
  • Thrive in a team who come together to achieve amazing outcomes

Let's talk about you
You are someone with.

  • Competency in Microsoft Suite, including Outlook, Teams, Words and Excel
  • Excellent client and stakeholder relationship skills
  • A genuine team player attitude and willingness to learn and develop
  • A proactive attitude toward problem solving, learning and developing in your role
  • Excellent written and verbal communication skills
  • High attention to detail and excellent time management skills

Let's talk about our team

  • Surround yourself with a team who are committed to making a difference
  • Surround yourself with people who inspire and challenge you
  • Join a team that is passionate about making a difference in communities
  • Work with people who are making a positive impact in their communities
  • Make a difference through charitable programs and community engagement

More about Findex

Why Findex? _#writeyournextchapter _**With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn't limited by their location. 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 metropolitan and regional communities.

**Next Steps?

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