Client Services Officer

Visory; Townsville City; On-site; AUD 39,000 - 52,000; Part time

Benefits offered by this job

Career development

Reward & Recognition benefits program

Positive collaborative culture

Buddy training and onboarding

Job summary

Findex in Townsville is seeking a proactive Client Services Officer to join our Business Advisory team. This permanent, part-time (22.5 hours) role is office-based with opportunities to grow within a leading Australasian provider of accounting, advisory and wealth solutions.

You will manage tax returns, ASIC requirements, invoicing and WIP while delivering exceptional client service. The role offers training, a supportive culture, and a dedicated buddy to help you settle in and develop your

Qualifications

• Proven ability to deliver high-quality customer service and administrative support.
• Strong written and verbal communication skills are essential.
• Excellent time management and attention to detail are required.
• Ability to work as part of a small team and support colleagues.
• Proficiency with Microsoft Office suite is expected.

Responsibilities

• Handle administrative tasks, including lodging tax returns and ASIC requirements.
• Prepare financial packages and manage invoicing and WIP communication with advisors and staff.
• Support new entity establishments and maintain client service standards.
• Coordinate with accountants, partners and staff to ensure timely service delivery.

Skills

Customer service

Front of house

Written and verbal communication

Time management

Team player

Tools

Microsoft Office

Job description

We are looking for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Townsville. This is a permanent, part-time (22.5 hours), office-based position with opportunity to develop and grow with a leading provider of Accounting and Financial Services.

Your role, your contribution!

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
• Attend to ASIC requirements, along with new entity establishments
• Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
• Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests

The benefits of joining us!

• Exciting career development and ongoing training support
• Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
• Experience a positive and collaborative work culture that fosters innovation and teamwork
• Comprehensive training with a dedicated buddy to guide you.

What you bring to the role

• Demonstrated proficiency using the Microsoft Suite
• Exceptional phone manner and front of house expertise to deliver outstanding customer service and create a welcoming environment
• 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.

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community

- The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For You

- At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers

- Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference

For Diversity & Inclusion

- 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.