Client Services Officer

Strategem is a leading provider of accounting, advisory and wealth management services. This is an opportunity to join and be part of a celebrated team who has been providing forward focused, innovative and tailored advice to clients for over 90 years. People are at the core of what we do, whether that be our clients or our team members. Our purpose is to enrich lives through better financial decisions, and you can be part of that The role We are seeking an experienced Client Services Officer to support our Bendigo team. We anticipate that the role will be full time, however flexible hours are available and Part Time can be negotiated for the right candidate. The Client Services Officer is responsible for providing administrative and executive support to the Tax and Accounting team, this assists in the delivery of a range of services to Strategem clients. The CSO manages the coordination of workflows between Partners and the team, handles client enquiries, administers client documents, and assists with diary management of the Partners. The CSO works collaboratively across the business with many different stakeholders and teams and works to ensure that workflow run smoothly and effectively for both the team members and clients. Experience in working in a public accounting practice or boutique professional services sector (such as a financial services or law firm) would be an advantage. What we are looking for Is passionate about people and goes above and beyond to provide a great client experience. Possesses initiative and the ability to work flexibly within a team. Is driven by supporting those around them and has the ability to prioritise depending on the demands of the business. Minimum 2-3 years of experience in client services or administrative support roles. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and practice management software. Australian citizenship or permanent residency with unrestricted right to work in Australia. Ability to obtain and maintain a National Police Clearance due to the nature of client work. What we offer At Strategem, you'll join a supportive and professional team where your contribution makes a real difference. As a Client Services Officer, you'll play a key role supporting our advisors and clients while developing your career within a stable and growing firm. We're committed to helping our people be their best — with ongoing training, development opportunities, and mentoring to support your growth. We understand the importance of balance, offering flexible work options, including hybrid arrangements, flexible hours, monthly RDOs and dedicated health and wellbeing days. You’ll also have the opportunity to make an impact through the Strategem Community Foundation, supporting causes you’re passionate about. Other benefits include: Regular team events and social gatherings Access to discounted professional expertise and services Employee Assistance Program (EAP) Industry-competitive salary package If you're looking to join a growing firm that values its people and is doing things differently — Strategem is the place for you. Applications are received via Seek. If you have any questions, please speak with our HR Team. Your application will include the following questions Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a client services officer? Which of the following Microsoft Office products are you experienced with? Do you have experience in administration? Do you have customer service experience? How many years' experience do you have in a wealth management? Do you have a current Police Check (National Police Certificate) for employment? Do you have data entry experience? #J-18808-Ljbffr