Client Services Officer

1 week ago

Sydney, New South Wales, Australia Quay Appointments Full time $60,000 - $80,000 per year

Location: Sydney CBD

Contract Type: Permanent, full-time

About the Organisation & What's on Offer

This professional services firm provides integrated accounting and wealth management solutions to a select group of high-profile clients, including executives, founders, and family offices. Known for delivering tailored, proactive service and building trusted long-term relationships, they offer a workplace where collaboration, initiative, and professionalism are genuinely valued.

Joining as a Client Services Officer means more than just administration, it's an opportunity to be part of a supportive team that will give you exposure to high-profile clients, hands-on involvement in compliance and wealth management processes, and the chance to broaden your skills in a professional services environment. You'll gain variety in your day-to-day work, from client communications to compliance support, while working alongside a team that's committed to excellence. If you're looking for a role where your contribution makes a difference and your development is encouraged, this is the place to build your career.

Key Responsibilities

  • Acting as a first point of contact for clients via phone, email, and correspondence.
  • Preparing, coordinating, and managing client documentation and digital signature requests.
  • Supporting compliance processes including tax lodgements, BAS/IAS, and SMSF reporting.
  • Assisting with ASIC and ATO-related lodgements and correspondence.
  • Maintaining accurate client data across systems such as Xero Practice Manager (XPM).
  • Coordinating workflows, scheduling team events, and managing client communications.
  • Liaising with brokers, lawyers, and other external stakeholders.
  • Uploading and organising documents within client portals.

What We're Looking For

  • Minimum 2 years' office experience in an administration or client services role.
  • Strong organisational skills with excellent attention to detail.
  • Clear and professional communication skills, both written and verbal.
  • A proactive mindset with the ability to solve problems independently.
  • Team player who thrives in a collaborative environment.
  • Confidence with Microsoft Office Suite and experience using Xero Practice Manager (XPM).
  • Familiarity with SMSF administration, ASIC, and ATO processes.
  • Experience with systems such as Karbon, ATOmate, or NowInfinity.

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