Client Services Officer

Abacus Human Capital; Milton; On-site; AUD 55,000 - 68,000; Full time

Benefits offered by this job

Early Friday finish

Flexible hours

Free parking onsite

Social events

Good work-life balance

Job summary

Abacus Human Capital is seeking a Client Services Officer to be the first point of contact for clients, handling inquiries in person and by phone. You will prepare invoices, process payments, onboarding new clients, and manage compliance tasks using CAS360 and XPM.

The role requires at least 1 year in office administration, strong communication, and a proactive, flexible approach to supporting the team and clients. Milton location with on-site parking and a supportive environment.

Qualifications

• 1 year of office administration experience (ideally in professional services).
• Proficient in Microsoft Office; XPM experience is essential.
• Strong written and verbal communication skills.
• Proactive and flexible in supporting team and client needs.

Responsibilities

• Be the first point of contact for client interactions (in person and phone).
• Prepare client invoices, process payments and issue receipts.
• Onboard new clients including ethical letters, engagement letters, and ATO agent nomination.
• Maintain ASIC registers using CAS360; update client info in XPM.
• Oversee ATO correspondence via ATOMate and related tools.

Skills

MS Office

XPM

Communication

Proactive

Tools

CAS360

ATOMate

FYI Docs

Job description

Benefits

• 12pm finish on Friday | Enjoy an early start to the weekend
• Flexible start/finish hours
• Free parking onsite | Convenient Milton location bordering the CBD
• Friendly & supportive team with fantastic social events (EOFY, Christmas party, March and October team days out!)
• A relaxed and family-orientated environment offering amazing work-life balance

About the Organization:

This friendly boutique firm is run by 2 Directors, experts in their field, who take pride in their Compliance & Advisory services and the team at the core of it all. They work with various long-standing clients with turnovers of up to $100 million! Their Milton location is a perfect blend of being in the center of the excitement, while avoiding the busy traffic and offering free parking on site.

About the Role:

As a Client Services Officer, your responsibilities will include:

• Acting as the first point of contact for all client interactions, both in person and over the phone
• Preparing client invoices, process payments and issue receipts
• Onboarding of new clients including preparation of ethical letters, engagement letters, and ATO agent nomination
• Maintain ASIC corporate registers using CAS360
• Maintain and update client information in Xero Practice Manager (XPM)
• Oversee ATO correspondence through ATOMate software

Experiences and skillset:

• At least 1 year experience in an office administration role (ideally in a public practice accounting or professional services firm)
• Proficient in Microsoft Office and experience with XPM a must
• Experience with CAS360, ATOMate & FYI Docs an advantage
• A proactive and flexible approach to supporting team and client needs
• Top notch written and verbal communication skills