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Client Services Coordinator

Employer
External Audit
Location
Invercargill Invercargill, Southland, Southland, New Zealand
Salary
Competitive Salary
Closing date
Aug 7, 2024
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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Description
  • Findex allows you to be the best version of yourself
  • Surround yourself with people who inspire and challenge you
  • Opportunities to explore career paths across divisions

Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting edge?

Join our team at Findex as a Client Services Coordinator in our Invercargill Office and help us deliver exceptional service to our valued clients.

What will your typical week look like?
  • Ensure exceptional service delivery through effective communication with advisors, partners, staff and clients.
  • Manage fee processing, quote administration, and follow up, including AML administration for Payroll.
  • System client onboarding, communication, and liaising with third parties such as Inland Revenue.
  • Handle invoice queries, Jira tickets, and prepare monthly fees and invoices for clients.
  • Oversee inbox administration, document management, meeting minutes, and other administrative tasks.
  • Manage PAYE, ensuring all processes are accurately recorded in spreadsheets and team payments are made promptly.

More about the Perks
  • Enjoy flexible schedules, work environments, and experiences that suit your lifestyle.
  • Social and collaborative team culture, and ongoing learning and development opportunities.
  • Join our team and experience a supportive work environment that promotes work-life balance and personal growth.

Let's talk about you!
  • Strong skills in client and stakeholder relationship management
  • Exceptional written and verbal communication abilities
  • Proficiency in conflict resolution techniques
  • Highly skilled in task prioritisation and coordination
  • Proactive approach to problem-solving and a desire for continual learning and development

Let's talk about our team
  • Join a dynamic Payroll Team
  • Enjoy a collaborative work environment that values teamwork
  • Receive exceptional support and mentoring to help you excel in your role

ABOUT US:

Why Findex? #writeyournextchapter

At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?

If this sounds like you, we look forward to meeting you. Apply now!

PLEASE NOTE:

Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered.

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.

Note for Recruitment Agencies:

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

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