Client Services Officer at Findex

Townsville, Queensland, Australia -

Full Time

Start Date

Immediate

Expiry Date

25 May, 26

Salary

0.0

Posted On

24 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Workflow Management, Deadline Management, Financial Package Preparation, Tax Return Lodgement, ATO Correspondence, Database Management, Administrative Processes, Client Request Management, Communication, Front-of-House Support, Microsoft Suite, Phone Manner, Attention To Detail, Time Management

Industry

Financial Services

Description

We’re on the lookout for a proactive and enthusiastic Client Services Officer to join our Business Advisory team in Townsville. If you’re a motivated Client Services professional ready to make an impact, we’d love to hear from you. Your role, your contribution! Deliver outstanding client service by managing workflow efficiently, meeting strict deadlines, and supporting the preparation of financial packages, tax return lodgements, and ATO correspondence. Maintain accurate file creation and database management while coordinating administrative processes to ensure smooth day-to-day operations. Act as a key support to accountants, partners, and the wider Client Services team, proactively managing client requests and communication to enable seamless service delivery. Provide front-of-house support when required, including reception coverage, scanning, filing, and general office administration within a collaborative team environment. The benefits of joining us! Exciting career development and ongoing training support Be part of our Reward & Recognition Benefits program, celebrating outstanding performance Experience a positive and collaborative work culture that fosters innovation and teamwork Comprehensive training with a dedicated buddy to guide you. What you bring to the role 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. 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 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 delivering outstanding client service by efficiently managing workflow, meeting deadlines, and supporting the preparation of financial packages, tax returns, and ATO correspondence. Key duties also include maintaining accurate files, coordinating administrative processes, and acting as primary support for accountants and partners.