Client Services Officer

About the Role

We are looking for a permanent, full-time Client Services Officer to join our Accounting and Business Advisory team based in either Coffs Harbour or Grafton. This position serves as the welcoming face of our office, managing front desk operations and maintaining a varied portfolio of client service duties that ensure smooth daily office functions. The position suits a professional with enthusiasm and excellent service skills who enjoys being central to client interactions.

Key Responsibilities

• Serve as the primary reception contact in the Coffs Harbour or Grafton office, greeting clients and visitors, answering phone calls, and managing front desk tasks to create excellent first impressions.
• Perform diverse administrative activities such as scheduling client meetings and preparing financial documents.
• Oversee invoicing procedures and manage Work in Progress (WIP).
• Liaise effectively with advisors, partners, and staff to facilitate client requests and service delivery.
• Ensure regional client tasks comply with both internal policies and external standards.
• Offer general support to the team including file organization and database upkeep.
• Assist with front-of-house duties including printing, filing, and scanning documents.
• Maintain a proactive and collaborative approach to teamwork and achieve collective targets.

Benefits

• Recognition and rewards based on performance.
• A supportive, collaborative workplace environment.
• Access to an Employee Assistance Program (EAP) for wellbeing support.

Candidate Profile

• A friendly and professional demeanor with confidence in client-facing communication.
• Demonstrated experience in administration with meticulous attention to detail.
• Proficient in Microsoft Office applications including Outlook, Teams, Word, and Excel.
• Excellent communication skills and polished telephone etiquette.
• Strong organizational abilities and effective multitasking skills.
• Positive attitude with eagerness to learn and contribute to team success.

About Findex

Findex supports clients in managing and growing their financial future confidently. Since 1987, it has become a leading provider of integrated accounting, advisory, and wealth services in Australasia, operating through its Wealth Accountant and Family Office models. Employing around 2,500 professionals across 100+ offices, Findex combines local expertise with global outreach and is dedicated to community impact and long-term financial security for clients.

Findex New Zealand is one of the largest providers of practical accounting, audit, tax, wealth, and business advice from a network of over 20 offices nationwide.

Community and Inclusion

The Findex Community Fund has contributed over $4.3 million to more than 800 charities across Australia and New Zealand since 2018, with employees volunteering over 9,000 hours. The company champions diversity and equal opportunity, fostering an inclusive environment by welcoming candidates with diverse backgrounds and experiences.

Professional Development

Findex invests in its employees through structured training and development programs, supporting external studies relevant to roles to promote personal growth and career advancement.