Client Services Officer
1 week ago
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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