Client Services Specialist - Invoicing & Advisory Support

Traction; Goondiwindi Regional; Hybrid; AUD 52,000 - 76,000; Full time

Benefits offered by this job

Career development

Training support

Reward & Recognition program

Buddy system

Job summary

Findex is seeking a proactive Client Services Officer to join the Business Advisory team in Inverell or Goondiwindi. This full-time role requires office-based work, delivering exceptional client service and supporting accountants, partners and staff.

You will handle diverse admin tasks, from lodging tax returns to invoicing and WIP management, while maintaining strong communication and time management. A structured training buddy program accompanies the role.

Qualifications

• 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.

Responsibilities

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.
• 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.
• Relief reception duties

Skills

Microsoft Suite proficiency

Phone manners

Customer service

Communication skills

Team player

Time management

Attention to detail

Job description

Findex is seeking a proactive Client Services Officer to join the Business Advisory team in Inverell or Goondiwindi. This full-time role requires office-based work, delivering exceptional client service and supporting accountants, partners and staff.

You will handle diverse admin tasks, from lodging tax returns to invoicing and WIP management, while maintaining strong communication and time management. A structured training buddy program accompanies the role.