Are you the person your team turns to when they want to get it right for the client? We are looking for a Client Services Team Leader to set the standard for how we deliver, guiding a team to consistent, high-quality service across our Client Teams.
In this role, you will be the central link between clients, Partners, and internal service teams, accountable for end-to-end client service outcomes. You will lead a team, strengthen client relationships, and drive the responsiveness, efficiency, and quality that define a great client experience.
We welcome applications from candidates anywhere in New Zealand. Internally, this position is called Client Associate.
What you'll do:
Be the first point of contact for a defined portfolio of clients, strengthening relationships and responsiveness
Act as the liaison between Partners and Client Teams
Champion client onboarding, workflow management, and accurate, timely billing
Ensure compliance and streamline processes to improve efficiency
Proactively identify opportunities to elevate the client experience
What we offer at Findex:
A competitive salary, KiwiSaver and health insurance
Flexible work arrangements for genuine work-life balance
A collaborative and supportive team
What we're looking for:
Experience in a client-facing role, ideally within professional services
Strong relationship-building skills and a client-first mindset
Organised, proactive, and confident managing competing priorities
A problem-solver who thrives in a collaborative, team-focused environment
Intermediate to advanced MS Office skills
If this role sounds like a good fit, apply now!
Our impact: why Findex?
Findex is one of the largest providers of accounting, audit, tax, wealth, and business advice in New Zealand, with a network of over 20 offices nationwide. Since 1987 we have grown into a leading Australasian provider of integrated accounting, advisory, and wealth solutions, with 2,500 professionals across 100+ offices.
For the community: the Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we've donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has contributed over 9,000 volunteer hours, making a real difference through personal engagement.
For you: we focus on developing our people first. With structured training and development opportunities, we help our people grow their careers in a way that sets them up for success — including support for external study relevant to your role.
For our customers: together, we 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.
For 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.
We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way.
For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.
