Client Services Officer

We are seeking a permanent, full-time Client Services Officer to join our Accounting and Business Advisory team in Grafton. This is a front-of-house role, where you'll be the welcoming first point of contact for our clients on reception, while also taking ownership of a varied portfolio of client services tasks that keep our office running smoothly. It's a great fit for an enthusiastic, polished professional who thrives on delivering high-quality service and enjoys being at the heart of the action.

Your role and contribution:

• Sit front-of-house on reception as the face of our Grafton office; warmly greeting clients and visitors, answering incoming calls, managing the front desk, and ensuring every client interaction starts with a great impression.
• Manage diverse administrative tasks, including coordinating client meetings and preparing financial documentation.
• Take responsibility for invoicing and Work in Progress (WIP) management.
• Communicate with advisors, partners, and staff to support client requests and service delivery.
• Ensure client tasks across the region meet internal and external standards.
• Provide general support to the team, including file creation and database management.
• Assist with front-of-house reception, printing, filing, and scanning.
• Maintain a proactive attitude and collaborate with team members to achieve goals.

Benefits of joining the team:

• Recognition and rewards for high performance.
• A supportive and collaborative work environment.
• Access to an Employee Assistance Programme (EAP) to support wellbeing.

What you bring to the role:

• A warm, professional front-of-house presence and confidence dealing with clients face-to-face and over the phone.
• Proven administration experience with strong attention to detail.
• Proficiency in the Microsoft Office suite, including Outlook, Teams, Word, and Excel.
• Exceptional communication skills and a professional phone manner.
• Strong organisational and time management skills with the ability to multitask.
• A positive, collaborative attitude and a willingness to develop new skills.

If this role sounds like a good fit - Apply now!

 Our Impact: Why Findex?  

At 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.

Findex 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.

For 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.

For 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.  

For 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  

For Diversity & 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.