Client Services Officer

About the client  

Our client is an established accounting and advisory firm that works closely with small to medium businesses, professionals and family groups. They provide a broad range of services across accounting and taxation, business advisory, superannuation, financial and estate planning, lending and cloud accounting. Their approach goes beyond traditional compliance, with a strong focus on providing proactive advice to help clients improve their businesses and achieve their financial goals.

About the roleThe Client Services Officer will act as a key point of contact for clients while supporting the day-to-day administration and smooth operation of the office. The role will work closely with Partners, accountants and the broader team across client enquiries, document preparation, workflow administration, reception and general office coordination. This is a varied role suited to someone organised, proactive and confident dealing with clients.

Key responsibilities

• Act as a key point of contact for clients
• Manage client enquiries and administrative requests
• Prepare correspondence and client documentation
• Coordinate appointments, meetings and diaries
• Support workflow administration across the firm
• Assist with reception and general office coordination

Skills and competencies

• Strong client service and interpersonal skills
• Clear written and verbal communication
• Strong organisation and time management
• High attention to detail and accuracy
• Ability to manage competing priorities
• Proactive approach with strong task ownership