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Client Services Team Leader

icon building Company : Findex
icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Job Description - Client Services Team Leader

Description

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:

  • Lead, mentor, and manage a Client Service team, ensuring timely and accurate delivery
  • 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:

  • Demonstrated leadership experience, with a proven ability to coach and inspire a team
  • 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.



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