Client Services Officer at Findex

Ballarat, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

0.0

Posted On

07 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Administration, Prioritisation, Organisational Skills, Microsoft Suite, Microsoft Teams, Document Management, Client Invoicing

Industry

Financial Services

Description

We are looking for a positive, motivated individual with client-facing or administrative experience (Financial Services industry background not essential) to join our wonderful Ballarat office. This is a permanent, full-time, onsite position. Your role, your contribution! * Answering client phone calls as you will be the direct contact for clients and maintaining excellent customer service. * Various administration tasks including client database maintenance, document management (scanning), client invoicing, lodging tax returns and ATO correspondence. * Ad hoc Perform tasks such as managing mail and preparation of meeting rooms. What you will bring: * Experience in customer services, administration, or similar front of house role. * Strong prioritisation and organisational skills and the ability to deal with change. * Previous experience using the Microsoft Suite and Teams (or similar). Let’s talk about our team * Collaborative team that values diversity and inclusivity * Supportive work environment with opportunities for career growth and development * Strong client-centric focus and commitment to providing excellent service If this role sounds like a good fit, apply now! 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 over 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.

Responsibilities

The role involves acting as the primary point of contact for clients via phone and providing excellent customer service. Key tasks include database maintenance, document scanning, invoicing, and managing ATO correspondence.