Senior Client Services Specialist
Vor 2 Tagen
About the job Senior Client Services Specialist Client Support Assistant Tax & Accounting | $80K$100K + Super | North Sydney Join a team that works hard, celebrates often, and genuinely enjoys what they do. Our client is a forward-thinking accounting and financial services firm with a culture thats as energetic as it is professional. This is a team that doesnt just talk about balance they live it. Whether its darts and drinks, paint-and-sip afternoons, or morning teas that could rival a café spread, this is a workplace that brings people together and makes every day rewarding. About the Role This is not your average client support role its a key position within the Tax & Accounting team where youll play a pivotal part in how the firm supports its clients and drives operational excellence. Youll work closely with senior advisers, helping to onboard clients, manage ATO communications, coordinate tax workflows, and keep systems like Salesforce and Xero running smoothly. Its a hands-on, fast-paced role where your initiative and attention to detail will make a real difference. What Youll Be Doing Coordinate end-to-end client onboarding and compliance documentation Manage the Tax Agent Lodgement Program and support team workflows Handle ATO correspondence , notices, and payment plans Maintain and synchronise client data across Salesforce, Xero, and FYI Docs Prepare client tax packs and support communication with clients Contribute to ongoing process improvements and operational efficiency What Youll Bring Strong understanding of Australian taxation processes (individuals & GST) Exceptional organisational and communication skills A proactive, solutions-focused mindset and love of teamwork Confidence with technology and CRM systems (Salesforce experience ideal) Experience in accounting, tax, or financial services preferred Why Youll Love It $80,000 $100,000 package (inclusive of super) A genuinely fun, social, and supportive team culture Work with cutting-edge platforms like Salesforce and Xero Career growth within a respected and expanding financial services group A beautifully located North Sydney office surrounded by cafés, transport, and harbour views #J-18808-Ljbffr
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Client Services Officer
vor 4 Wochen
Council of the City of Ryde, Österreich Small Animal Specialist Hospital VollzeitSmall Animal Specialist Hospital – Ryde NSW The Small Animal Specialist Hospital (SASH) is the largest Veterinary hospital in the Southern Hemisphere offering referral services across four Sydney locations. At SASH, our team are committed to providing exceptional care and services to pets, their families, and the veterinary community. Our Client Services...
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Client Services Officer
Vor 6 Tagen
Council of the City of Sydney, Österreich Small Animal Specialist Hospital VollzeitThe Small Animal Specialist Hospital (SASH) is the largest Veterinary hospital in the Southern Hemisphere offering referral services across four Sydney locations. At SASH, our team are committed to providing exceptional care and services to pets, their families, and the veterinary community. Our Client Services team form an integral part of our vision to...
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Senior Insurance Client Services Officer
vor 3 Wochen
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Senior Client Solutions Specialist
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Council of the City of Sydney, Österreich Macquarie Group VollzeitJoin to apply for the Senior Client Service Manager role at Macquarie Group . Join our specialist Wealth division that offers market‑leading integrated wealth solutions for advisers and their clients. Leading a Client Service team that operates as the primary point of contact for financial advisers using the Macquarie Wrap platform. At Macquarie, our...
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Insurance Operations Specialist — Client Service
vor 3 Wochen
Council of the City of Sydney, Österreich Marsh & McLennan Companies VollzeitA leading global insurance firm in Sydney is seeking a Client Service Specialist. This role involves supporting clients and colleagues through efficient administration and technical support. Ideal candidates will possess excellent communication skills and strong organizational abilities, with a focus on achieving results. Professional development...
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Client Services Specialist
vor 3 Wochen
Council of the City of Sydney, Österreich Marsh VollzeitJoin to apply for the Client Services Specialist role at Marsh. This role will be based in the Sydney office. It is a 12‑month fixed‑term employment and a hybrid role that requires working at least three days a week in the office. We are seeking a talented individual to join our Client Operations team at Marsh. In this role you will support colleagues...
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Client Services Officer
Vor 6 Tagen
Gold Coast City, Österreich Small Animal Specialist Hospital VollzeitSmall Animal Specialist Hospital – Robina QLD Imagine being part of a state-of-the-art veterinary specialist hospital right here in Robina on the Gold Coast. At SASH Robina, we’re proud to deliver world-class veterinary care to our community, offering a comprehensive range of clinical services in a cutting‑edge facility built for excellence. We’re...
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Client Service Specialist
vor 3 Wochen
Council of the City of Sydney, Österreich Marsh & McLennan Companies VollzeitCompany: Marsh We are seeking a talented individual to join our Insurance Operations team at Marsh . This role will be based in our Sydney office. In this role as Client Service Specialist you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and...
