Client Services Officer

6 days 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.

  • Client Services Officer

    2 hours ago

    Sydney, New South Wales, Australia Fiducian Financial Services Pty Ltd Full time $60,000 - $80,000 per year

    Are you a skilled Client Services Officer looking to develop your career within the financial services industry?We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Sydney CBD office and offers a competitive package, a professional and friendly...

  • Account Manager

    2 weeks ago

    Sydney, New South Wales, Australia Client Services Full time $90,000 - $120,000 per year

    Salary: AU$85,000 - AU$100,000Who we areWelcome to The Marketing Practice (tmp). We're not just an agency; we set the bar for advancing B2B marketing, armed with a global team of 300+ B2B specialists ready to unlock potential for our clients. They include incumbent leaders and some of most exciting and fast-growing unicorns in tech, working with them across...

  • Client Service Officer

    4 days ago

    Sydney, New South Wales, Australia Berritta Consulting Full time $120,000 - $180,000 per year

    Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia.A defined roadmap to transition into an advisor role, supported by mentorship and training.Supportive Culture; Join a collaborative, inclusive team that values your contributions.Client Service Officer / Associate (Pathway to...

  • Client Services Officer

    6 days ago

    Sydney, New South Wales, Australia Ord Minnett Holdings PL Full time $60,000 - $80,000 per year

    About Ord Minnett (Ords)Ord Minnett is a leading Australian wealth management group providing institutional broking, corporate finance, full-service stockbroking, financial planning, and funds management services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.The TeamThe Operations team...

  • Client Service Manager

    2 days ago

    Sydney, New South Wales, Australia Randstad - Banking & Financial Services Full time $80,000 - $120,000 per year

    Client Service Manager - Wealth ManagementAttractive salary packageStrong career growthWork life balanceSuccess begins here Join a reputable advice business and build your long term careerAbout the companyThis growing financial advice business based in CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is...

  • Client Service Officer

    2 days ago

    Sydney, New South Wales, Australia Federal Court of Australia Full time $60,000 - $120,000 per year

    This position is within the Federal Circuit and Family Court of Australia.Purpose of positionThe Court and Tribunal Services Team is a pivotal part of the Court's operational structure with broad responsibility across both general federal and family jurisdictions for enquiries management, filed document management, Deputy Registrar Support in Family Law and...

  • Client Service Officer

    4 days ago

    Sydney, New South Wales, Australia HUB24 Limited Full time $60,000 - $80,000 per year

    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia NSW Government Full time $84,659 - $92,701 per year

    Client Service Officer, Deceased Estate Administration, Estate Planning and AdministrationNSW Trustee and GuardianTemporary, full-time vacancy up to June 2026 with a possibility of extension. 35 hours per week.Location: Parramatta. Hybrid working options available after 3 months subject to business requirements.Clerk Grade: 3/4. $84,659 to $92,701 per annum,...

  • Client Services

    2 weeks ago

    Sydney, New South Wales, Australia The Citco Group Limited Full time $120,000 - $180,000 per year

    Job DescriptionThe Citco group of companies (Citco)is a network of independent companies worldwide for over 70 years, all of which are leading providers of asset-servicing solutions to the global alternative investment industry. With $1.8+ trillion in AuA and operations across 36 countries with over 50 office locations.For decades, industry publications have...

  • Client Services

    2 weeks ago

    Sydney, New South Wales, Australia The Citco Group Full time $120,000 - $180,000 per year

    DescriptionThe Citco group of companies (Citco) is a network of independent companies worldwide for over 70 years, all of which are leading providers of asset-servicing solutions to the global alternative investment industry. With $1.8+ trillion in AuA and operations across 36 countries with over 50 office locations.For decades, industry publications have...