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Prepare examples of leading client-service teams: conflict resolution, coaching under volume, and protecting service quality. Ask how Findex structures client teams in NZ, success metrics for the Team Leader role, and how senior-partner coverage affects day-to-day priorities.
Strong fit if you lead people in professional or financial client service, stay calm with escalations, and prefer NZ-based (non-remote) team leadership at Findex over pure individual contributor work.
As Client Services Team Leader at Findex in New Zealand, a typical day centres on leading a client-facing team: prioritising service queues, coaching advisers or support staff, escalating complex client issues, and aligning delivery with firm standards. Expect handoffs with partners and specialists, quality checks on client work, and reporting on team capacity and outcomes—not inventing product or sales metrics beyond that leadership scope.
No. The listing is New Zealand-based with remote set to off.
Name Findex, founded year 1985 in the data, and public mention of senior partners across Australia and NZ. Review scores and pay bands are not in the data.
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Website: hos.ne.jp/index.htm
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Findex - Client Services Team Leader - New Zealand Position Summary We are seeking a dynamic and experienced Client Services Team Leader to join our growing team at Findex. As the central link between clients, partners, and internal service teams, you will be responsible for setting the standard for high-quality client service delivery across all our client teams. This role offers an exciting opportunity to guide your team towards consistent excellence in client relations. Responsibilities Oversee and mentor a team of client services professionals to ensure they deliver exceptional client service experiences. Evaluate and improve processes to enhance the efficiency and effectiveness of client service delivery. Act as the primary point of contact for clients, partners, and internal teams, ensuring seamless communication and problem resolution. Develop and maintain strong relationships with key stakeholders to ensure client satisfaction and loyalty. Ensure all client interactions meet or exceed Findex’s high standards of service quality and compliance. Skills & Qualifications Proven leadership experience in a client services environment, preferably within the financial sector. A strong track record of delivering exceptional client service and driving team performance. Excellent communication and interpersonal skills to effectively engage with clients, partners, and internal teams. Strong organizational and time management abilities to handle multiple tasks and prioritize effectively. Familiarity with financial services industry standards and regulatory requirements. About the Company Findex is a leading provider of financial solutions in New Zealand, committed to delivering innovative and reliable services to our clients. Our team comprises dedicated professionals who share a passion for excellence in client service. We offer a collaborative work environment that values creativity, innovation, and continuous improvement. Ready to Apply? To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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