Client Services Officer

1 day ago

Adelaide, South Australia Moore Australia SA Full time

We are a collaborative team that is passionate about the work we do and we are now seeking a high-performing Client Service Officer to join the Moore Australia team in Adelaide. If you are looking for a challenge, enjoy client contact and working as an integral part of a team, this role would be ideal for you.

About us

Moore Australia is a network of independent firms who provide audit, accounting, tax and business advisory services to various clients. We are mid-market specialists, offering personalised service and deep local market knowledge, supported by a leading national and international network. Our global connections provide extensive learning and professional development opportunities, fostering career growth and success within our firm.

*About the role* You will be responsible in assisting the Business Advisory Services teams with all client interactions and compliance requirements. This includes a broad range of activities, including:

  • Managing the accuracy of our client base by adding new clients and changing client details, including advising both the ATO and ASIC of the same;
  • Attending to all corporate compliance obligations for the company client base;
  • Co-ordinate the formation of companies, trusts and SMSF's;
  • Preparing client engagement letters, scheduling the inflow of annual compliance work, and creating client jobs in the practice management system;
  • Client job workflow management;
  • Preparation of client packs for electronic sending for all job types;
  • Assist with the preparation and sending of client fee invoices;
  • Managing the flow of client correspondence, ensuring all time critical obligations are met;
  • Administrative support, including management of ATO lodgement program;
  • General client service duties;
  • Attending to all other administrative matters as requested by the team.

About you

Important personal attributes required for success in this role are: 

  • Previous Client Service Officer experience in a Professional Services business (but not essential);
  • the ability to complete tasks effectively and on time;
  • a customer first approach;
  • ability to build a strong relationship with clients;
  • a positive attitude and the desire to contribute to the team;
  • a strong alignment of personal values with the firm's core values;
  • high quality written and verbal communication skills;
  • efficient, attentive to detail and the initiative to deal with situations as they arise;
  • Experience with professional services practice management systems (but not essential);
  • Working knowledge of Microsoft Office Suite.

How to apply

To submit your application, please upload your Cover Letter, explaining how your qualifications align with the requirements of this role, along with your CV, which should detail your work experience.

To apply for this position, you must have the right to live and work in Australia.

At Moore Australia, we are committed to building a culture of inclusivity and respect, where everyone is valued and treated with fairness. We encourage individuals of Aboriginal and Torres Strait Islander heritage, those with disabilities, people from diverse cultural backgrounds, and members of the LGBTIQA+ community to apply.

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