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Client Services Officer

2 weeks ago

Australia FINDEX Full time $60,000 - $80,000 per year

Help us deliver excellence, one client at a time - Join Findex as a Client Services Officer This role is responsible for supporting and completing administrative tasks with our Client Services Team in Melbourne. You will be responsible for ensuring tasks are completed effectively with a high level of customer service. This is a full-time, hybrid (3 days in office / 2 at home), permanent role.

Help us deliver excellence, one client at a time - Join Findex as a Client Services Officer

This role is responsible for supporting and completing administrative tasks with our Client Services Team in Melbourne. You will be responsible for ensuring tasks are completed effectively with a high level of customer service.

This is a full-time, hybrid (3 days in office / 2 at home), permanent role.

What will your typical week look like?

  • Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and working with basic company secretarial work.
  • 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 advisors, partners, and corporate staff, delivering exceptional client service.

More about the perks

  • Comprehensive training with a dedicated buddy to guide you - Join us to learn, grow, and thrive
  • Hybrid working environment, work from home and office, great flexibility.
  • Be part of our Reward & Recognition Benefits program, celebrating outstanding performance.
    Experience a positive and collaborative work culture that fosters innovation and teamwork.

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.
  • High attention to detail and problem solving skills.
    Ability to work independently, as well as a part of a team.

Why Findex?

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?

If this sounds like you, we look forward to meeting you. Apply now

PLEASE NOTE:

Only candidates with valid work rights within Australia in which this position is based will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.