Client Services Officer

Client Services Officer - Findex, Dalby

Findex is seeking a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Dalby. This full-time, onsite position requires a highly motivated individual ready to deliver excellent client service.

Your Role and Contribution:

• Undertake various administrative duties, including lodging tax returns, managing ATO correspondence, and preparing financial packages.
• Manage invoicing and Work In Progress (WIP), communicating effectively with advisors, partners, and corporate staff to ensure exceptional client service.
• Liaise with accountants, partners, and other staff to facilitate exceptional service delivery and support client request fulfilment.
• Provide relief reception duties.

Benefits of Joining Findex:

• Opportunities for career development and ongoing training support.
• Participation in our Reward & Recognition Benefits program.
• A positive and collaborative work culture that encourages innovation and teamwork.
• Comprehensive training, including guidance from a dedicated buddy.

What You Bring:

• Demonstrated proficiency with the Microsoft Suite.
• An exceptional phone manner and expertise in customer service to deliver outstanding customer service and create a welcoming environment.
• Experience in accounting administration is highly regarded.
• A genuine team player with a friendly and helpful attitude.
• Excellent written and verbal communication skills.
• High attention to detail and strong time management skills.

About Findex:

Since 1987, Findex has been a leading Australasian provider of integrated accounting, advisory, and wealth solutions. We support clients in managing, growing, and protecting their financial future through our "Wealth Accountant" and Family Office models. With 2,500 professionals across 100 offices, we combine local expertise with global reach to foster long-term financial security for clients and communities.

• For the Community: The Findex Community Fund (FCF) has donated over $4.3 million to more than 800 charities across Australia and New Zealand since 2018, with our team contributing over 9,000 volunteer hours.
• For You: Findex prioritises people development through structured training and growth opportunities, including support for external studies relevant to your role.
• For Our Customers: We champion the success of over 75,000 Australasian businesses with expert advice and professional services.
• For Diversity & Inclusion: Findex is an equal opportunity employer committed to an inclusive environment, valuing diversity and encouraging applications from candidates with varied strengths, backgrounds, and experiences.

Application Instructions:

If this role aligns with your aspirations, please apply now.