Client Services Representative

4 weeks ago


South Yarra, Victoria, Australia people2people Full time
Job Title: Client Services Representative

About the Role:

We are seeking a highly organized and detail-oriented Client Services Representative to join our team at a boutique accounting firm in South Yarra. As the first point of contact for clients, you will play a pivotal role in delivering exceptional service and upholding the firm's reputation for excellence.

Key Responsibilities:

Greet clients and visitors in a professional and friendly manner
Assist with basic accounting tasks such as invoicing and billing
Liaise with ATO and ASIC
Answer and direct phone calls to the appropriate staff members
Manage the firm's main email inbox and forward messages as required
Schedule appointments and manage conference room bookings
Assist clients with inquiries regarding services, appointments, and general information
Process client intake forms and update client databases
Maintain the reception area, ensuring it is clean, organized, and presentable
Coordinate incoming and outgoing mail and packages
Provide administrative support as needed

About You:

The ideal candidate will be a proactive and detail-oriented individual, capable of handling a variety of tasks with efficiency and enthusiasm. You will also have:

Previous experience working within an accounting firm with ASIC and ATO experience
Experience in a customer-facing role where providing exceptional service and support to clients is paramount
Strong verbal and written communication skills to interact confidently and professionally with clients, colleagues, and other stakeholders
Ability to multitask and prioritize tasks effectively, managing various responsibilities such as scheduling appointments, managing inquiries, and handling administrative duties
Ability to handle client inquiries and resolve issues efficiently, demonstrating resourcefulness and professionalism in finding solutions
Familiarity with basic accounting terminology and processes

What We Offer:

Competitive salary and benefits package
Opportunity to work in a dynamic and supportive team environment
Professional development and growth opportunities

How to Apply:

If you are a motivated and organized individual with a passion for delivering exceptional client service, please submit your application via the link provided.

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