Client Services Officer

Visory; Canberra; On-site; AUD 60,000 - 80,000; Full time

Job summary

Findex is seeking a proactive Client Services Officer to join the Canberra Accounting & Tax team. The role focuses on delivering exceptional client service, managing calls, coordinating appointments and supporting tax-related tasks in a hands-on, on-site environment.

The position is full-time and based in the office, with some ad-hoc reception duties. The successful candidate will liaise with advisors and team members to ensure accurate documentation and timely delivery of client outcomes.

Qualifications

• Demonstrated experience in a client-facing role.
• Excellent written and verbal communication skills.
• Strong multitasking and time management abilities.
• Excellent proficiency in the Microsoft Office Suite.

Responsibilities

• Welcoming clients and managing incoming calls, responding to enquiries and coordinating appointments to ensure seamless service delivery.
• Liaising with advisors, partners and team members to support efficient and high-quality client outcomes.
• Managing a broad range of administrative tasks, including lodging tax returns, handling ATO correspondence and coordinating office supplies.
• Supporting client data management processes, including collating financial statements and tax returns, invoicing, WIP management, liaising with the ATO on various matters and document management.

Skills

Client-facing experience

Communication skills

Multitasking

Time management

Tools

Microsoft Office Suite

Job description

Canberra, Australian Capital Territory, Australia (On-site)

Job Description

We are seeking a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Canberra. This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional client service support.

Please note: This is a full‑time permanent position based in the office Mon‑Fri and requires some ad‑hoc Reception support.

Your role, your contribution!

• Welcoming clients and managing incoming calls, responding to enquiries and coordinating appointments to ensure seamless service delivery.
• Liaising with advisors, partners and team members to support efficient and high‑quality client outcomes.
• Managing a broad range of administrative tasks, including lodging tax returns, handling ATO correspondence and coordinating office supplies.
• Supporting client data management processes, including collating financial statements and tax returns, invoicing, WIP management, liaising with the ATO on various matters and document management.

What you bring to the role:

• Demonstrated experience in a client‑facing role (financial services industry highly regarded but not mandatory).
• Excellent written and verbal communication skills.
• Strong multitasking and time management abilities.
• Excellent proficiency in the Microsoft Office Suite.

The benefits of joining us!

• Recognition and reward for outstanding performance.
• A supportive and collaborative team environment that values innovation and teamwork.
• Ongoing training and mentorship to support your professional growth.
• The opportunity to build a rewarding and fulfilling career.

If this role sounds like a good fit, apply now.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.