Regional Client Services Manager

Are you passionate about building strong relationships, inspiring teams, and creating exceptional client experiences? 

We’re looking for a Regional Client Service Manager who thrives on bringing people together to achieve great results. In this role, you’ll lead and support a team of Senior Client Service Managers, working side by side to deliver seamless service and trusted solutions for our clients. 

If you’re motivated by making a real impact—both for clients and for your team—this is an opportunity to drive with purpose, shape client success, and drive meaningful change.

What would your week look like?

• Lead, mentor, and develop Senior Client Service Managers, driving team performance and collaboration across regions.
• Champion a client-first culture, ensuring service delivery meets agreed standards and enhances client satisfaction.
• Leverage systems and technology to streamline workflows, enhance reporting, and support seamless client service delivery.
• Build trusted relationships with Partners, Advisers, and internal teams, acting as a senior escalation point.
• Ensure compliance with policies, regulations, and data protection standards, proactively managing risks.

What we offer at Findex

• Competitive salary, Kiwisaver + southern cross health insurance 
• Hybrid working – work from the office and home
• A collaborative team environment and active social club
• Clear career development pathway and ongoing training 
• EAP access for a healthy work-life balance 
• Reward & Recognition Benefits program

Let’s talk about you!

You’Ll Bring:

• Experience leading and developing high-performing teams in a professional services environment.
• Results-driven approach to providing exceptional client service
• The ability to spearhead and implement change initiatives across a regional structure.
• Outstanding relationship-building and negotiation skills with stakeholders at all levels.
• Experience in managing workflows and leveraging systems or technology to optimise capacity, improve efficiency, and enhance team performance.
• A proactive mindset with the ability to anticipate challenges, identify root causes, and deliver effective solutions

Why Findex? Writeyournextchapter

With a network of over 20 offices across New Zealand, Findex is one of the country’s leading providers of accounting, audit, tax, business, and financial advice to individuals, small and medium businesses.

Over the years, we’ve pioneered the concept of the “Wealth Accountant”, bringing together wealth management and accountancy into a streamlined, comprehensive service. Our unique Family Office model strengthens this further, giving clients a single point of contact to manage their financial needs holistically.

Here, you’ll have the opportunity to be part of a forward-thinking firm where your leadership will shape both client outcomes and team success.

Next Steps?

Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.

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.