Client Services Officer
vor 1 Woche
Overview Join to apply for the Client Services Officer role at Findex This role is responsible for supporting and completing administrative tasks with our Client Services Team in Melbourne. You will be responsible for ensuring tasks are completed effectively with a high level of customer service. This is a full-time, hybrid (3 days in office / 2 at home), permanent role. Responsibilities Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and working with basic company secretarial work. Dive into the world of client data management, ensuring accuracy in reports like timesheets, billings, and expenses. Play a crucial role in preparing client service agreements, collecting information for impactful tax engagements. Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service. Qualifications Demonstrated proficiency using the Microsoft Suite. A genuine team player with a friendly, helpful, and constructive attitude. High attention to detail and problem solving skills. Ability to work independently, as well as a part of a team. Benefits Comprehensive training with a dedicated buddy to guide you - Join us to learn, grow, and thrive Hybrid working environment, work from home and office, great flexibility. Be part of our Reward & Recognition Benefits program, celebrating outstanding performance. Experience a positive and collaborative work culture that fosters innovation and teamwork. Why Findex? At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards? If this sounds like you, we look forward to meeting you. Apply now Note PLEASE NOTE: Only candidates with valid work rights within Australia in which this position is based will be considered. 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. Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies. Job Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Administrative Industries: Administrative and Support Services Get notified about new Client Services Officer jobs in Melbourne, Victoria, Australia . #J-18808-Ljbffr
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Client Services Officer
vor 4 Stunden
City of Melbourne, Österreich Fiducian Financial Services VollzeitFiducian Financial Services – Mulgrave VIC Are you a skilled Client Services Officer looking to develop your career within the financial services industry? We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Mulgrave office and offers a...
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Client Services Response Officer
vor 1 Woche
City of Melbourne, Österreich Hearth Support Services VollzeitAre you looking for a meaningful job? Do you have a passion for helping others and making a positive impact to someone’s life? Due to substantial growth, we are looking for Client Services Response Officer / s (CRO) to join Hearth Support Services and contribute in our pledge to be a driving force in changing the Disability sector to improve quality of...
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Client Service Officer
vor 2 Wochen
Melbourne, Österreich Lotus People VollzeitJoin to apply for the Client Service Officer role at Lotus People 2 days ago Be among the first 25 applicants Join to apply for the Client Service Officer role at Lotus People Get AI-powered advice on this job and more exclusive features. The CompanyLotus People are delighted to bring to the market this fantastic Client Service Officer position within a...
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Senior Insurance Client Services Officer
vor 2 Wochen
City of Melbourne, Österreich Curo Financial Services VollzeitSenior Insurance Client Services Officer We are a growing specialist insurance advice firm based in North Sydney, helping clients protect their families, businesses and lifestyles. Due to strong growth and increasing client demand, we’re looking for a senior, hands-on operations/admin professional to help us maintain high standards of service, efficiency...
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Client Service Officer
vor 3 Wochen
City of Melbourne, Österreich Mercer VollzeitJoin to apply for the Client Service Officer role at Mercer We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between...
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Client Service Officer
vor 3 Wochen
City of Melbourne, Österreich Marsh & McLennan Companies VollzeitCompany:Mercer Description: We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between our clients and financial...
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Client Service Officer
vor 4 Wochen
City of Melbourne, Österreich Ambition Group VollzeitClient Service Officer We’re looking for a proactive Client Service Officer to support both domestic and international custody clients on a contract basis. This role is central to ensuring smooth day-to-day operations across trade support, settlements, and corporate actions, while maintaining high service standards and acting as a key escalation point. Key...
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Client Services Officer
Vor 6 Tagen
City of Melbourne, Österreich Michael Page Australia VollzeitOverview Are you Passionate about Crypto? Are you interested in launching your career in the world of brokerage? About Our Client This role is with a professional organisation in the financial services sector. As a small-sized company, they pride themselves on delivering tailored solutions and maintaining strong relationships with their clients. Their...
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Client Services Officer
vor 4 Stunden
City of Melbourne, Österreich The Gild Group VollzeitAbout Us The Gild Group is one of Australia's fastest growing fully integrated multidisciplinary professional services firms with a comprehensive suite of best-in-class services across wealth, accounting, finance, legal, insurance, venture capital, incentives & grants and marketing. We are committed to creating lasting positive impact for our employees, our...
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Client Services Officer
vor 4 Stunden
City of Melbourne, Österreich seek.com.au VollzeitWe are a self‑licensed financial advice business based in Mornington, searching for a permanent part‑time (minimum 25 hours per week) or full‑time Client Services Officer to join our team. You’ll play a key role in creating a welcoming, professional environment that reinforces their commitment to excellent customer care. Working in a small team your...
