Client Service Officer

2 days ago

Adelaide, South Australia Equipe Advisory Full time $50,000 - $70,000 per year

Equipe Advisory is a boutique accounting and advisory firm committed to excellence in client service. We pride ourselves on delivering high-quality outcomes with a personal touch. We're seeking a professional and motivated Client Service Officer to join our growing team and play a key role in supporting our clients and staff.

This role is more than reception — you'll be a key part of our team, ensuring client service commitments are delivered and supporting our directors, managers, and staff with day-to-day administration and projects. You'll also play an important role in onboarding new clients and ensuring their experience with us is smooth from day one.

What you'll be doing:

  • Being the first point of contact for our clients — greeting visitors, answering calls, and managing our reception.

  • Coordinating and scheduling client meetings.

  • Managing incoming/outgoing correspondence, including ATO and ASIC documents.

  • Assisting with client onboarding and maintaining accurate client records.

  • Supporting the team with document preparation and database management.

  • Assisting with operational projects and contributing to process improvements.

  • Maintaining office supplies and ensuring the front of house runs smoothly.

What we're looking for:

  • A professional, friendly, and proactive communicator who enjoys building client relationships.

  • Strong attention to detail and organisational skills.

  • Confidence in using Microsoft Office.

  • Experience with Xero Practice Manager (XPM) or similar practice management software would be an advantage — but we're happy to train the right person.

  • Someone who thrives in a team environment but can also take initiative.

  • Previous admin or reception experience (professional services experience is highly regarded but not essential).

Why join us?

  • Be part of a professional, supportive, and friendly team.

  • Enjoy our current modern office in the Adelaide CBD, with a planned relocation to a brand-new Unley office in December 2025.

  • Opportunities to learn and grow with ongoing training and development.

  • Work with a firm that values both excellence in client service and work-life balance.

How to apply

If this sounds like the right fit for you, we'd love to hear from you. Please apply with your CV and a short cover letter via Seek.

Application screening will commence immediately with applications closing Sunday 12th October 2025

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