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Client Services Officer

JuniorMid levelFull-timeOfficeSydney NSW, AustraliaPosted 3 days agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

This job is about joining the Business Advisory team as a Client Services Officer, where proactive and enthusiastic individuals will thrive. Providing excellent client service is at the heart of this role, making a significant impact on client satisfaction. The team values collaboration and innovation, creating a positive work culture that supports personal and professional growth.

You'll be responsible for

📋

Managing administrative tasks

Taking charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.
💼

Invoicing and WIP management

Being responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff.
🤗

Providing exceptional client service

Communicating with accountants, partners, and other staff to ensure exceptional service delivery to support them in servicing client requests.

Key criteria

📊

Administrative experience

Proven experience in a similar administrative role.

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💻

Microsoft Suite proficiency

Demonstrated proficiency using the Microsoft Suite for tasks.

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📞

Exceptional phone manner

Strong phone communication skills for outstanding customer service.

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View more

Meet the team

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5 criteria for this job
Administrative experience
Proven experience in a similar administrative role.

View

Microsoft Suite proficiency
Demonstrated proficiency using the Microsoft Suite for tasks.

View

Exceptional phone manner
Strong phone communication skills for outstanding customer service.

View

Written and verbal communication
Excellent written and verbal communication skills are essential.

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Time management skills
High attention to detail and strong time management abilities.

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