About the job
Join our Accounting & Tax team as a Client Services Officer in Berri, where your proactive and enthusiastic approach will shine. This pivotal job is all about delivering exceptional client service and supporting our team with vital Reception duties. We thrive in a supportive and collaborative environment, valuing innovation and teamwork, and we are excited to welcome someone who shares our passion for helping clients manage their financial futures.
You'll be responsible for
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Welcoming clients and managing calls
Welcoming clients, managing incoming calls, and responding to enquiries while coordinating appointments for seamless service delivery.🤝
Liaising with team members
Liaising with advisors, partners, and team members to support efficient and high-quality client outcomes.🗂️
Managing administrative tasks
Managing a broad range of administrative tasks, including lodging tax returns and handling ATO correspondence.Key criteria
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Client-facing experience
Demonstrated experience in a client-facing role, preferably in financial services.View
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Communication skills
Excellent written and verbal communication skills for effective client interaction.View
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Multitasking ability
Proven multitasking and time management skills to handle diverse tasks efficiently.View
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