Client Services Officer
3 months ago
We are currently looking for a proactive and enthusiastic Client Services Officer to join our team in Toowoomba on a full-time, permanent basis.
**About Us**:Findex is one of the largest providers of accounting, audit, tax, business and financial advice to individuals, small and medium enterprises in Australasia. We pride ourselves on an integrated service offering, giving our clients the peace of mind that comes with knowing their financial and lifestyle goals are being looked after.
Our mission is to have a meaningful and lasting impact on our people and clients, and to enrich the communities of which we are part of.
**Overview**:
The Client Services Officer (CSO) provides generalist support to a team or service line or region and completes administrative tasks, as part of the Client Services (CS) team. Responsible for ensuring tasks are completed effectively and efficiently, the CSO may be responsible for booking appointments, document management and data entry. In addition, the CSO is required to provide relief reception support, so will require a high level of customer service skills and a client centric approach.
**What will your typical week look like?**
- Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and ordering supplies.
- Dive into the world of client data management, ensuring accuracy in reports like timesheets, billings, and expenses.
- Play a crucial role in preparing client service agreements, collecting information for impactful tax engagements.
- Be responsible for invoicing and WIP management while effectively communicating with accountants, partners, and corporate staff, delivering exceptional client service
- Corporate receptionist duties (greeting clients, answering phones, booking appointments, etc)
**More About The Perks**
- Exciting career development and ongoing training support
- Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
- Experience a positive and collaborative work culture that fosters innovation and teamwork.
- Comprehensive training with a dedicated buddy to guide you - Join us to learn, grow, and thrive
**Let’s Talk About You**
**You are someone with **
- Demonstrated proficiency using the Microsoft Suite
- A genuine team player with a friendly, helpful, and constructive attitude
- Excellent written and verbal communication skills
- High attention to detail and strong time management skills
**Let’s Talk About Our Team**
- Collaborate with an exceptional admin team
- Thrive in a supportive work environment
- Benefit from a culture that values innovation and teamworkExperience a dynamic and rewarding career with Findex
**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?
**PLEASE NOTE**:
**Note for Recruitment Agencies**:
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