Client Services Specialist - Advisory Support

Traction; Invercargill City, Auckland; Híbrido; NZD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Recognition and rewards

Supportive team environment

Friendly collaborative team

EAP access

Descripción de la vacante

Findex in Invercargill is seeking a proactive Client Services Officer to join our Business Advisory team on a full-time fixed-term contract. You will handle a range of administrative tasks, coordinate client meetings, and prepare financial documentation for dispatch.

You will support Advisors, Partners and corporate staff, communicate with Accountants and colleagues to ensure exceptional service delivery, and maintain high attention to detail and timely responses in a friendly, collaborative

Formación

• Proven experience in an administrative or client services role.
• Excellent written and verbal communication skills.
• High attention to detail and strong time management.
• Proficient in Microsoft Office Suite.

Responsabilidades

• Provide client service and administrative support to Advisors and Partners.
• Set up client meetings and prepare financial documentation.
• Coordinate with accountants and staff to ensure service delivery.

Conocimientos

Microsoft Office

Administrative experience

Client services

Communication skills

Time management

Attention to detail

Team player

Descripción del empleo

Findex in Invercargill is seeking a proactive Client Services Officer to join our Business Advisory team on a full-time fixed-term contract. You will handle a range of administrative tasks, coordinate client meetings, and prepare financial documentation for dispatch.

You will support Advisors, Partners and corporate staff, communicate with Accountants and colleagues to ensure exceptional service delivery, and maintain high attention to detail and timely responses in a friendly, collaborative