Mid-tier accounting and financial services firm

Work FT or PT 4 days per week

1-2 days WFH after probation

A collaborative team offering support and training to advance your skills and career

State of the art technology and office facilities

A fun and friendly office environment with regular social events

My client is a premium accounting and financial services firm in Sydney CBD who are currently seeking an experienced Client Services Officer to join their Financial Services division. They offer a wide range of Business Advisory, Tax, Audit & Assurance and Wealth Management services, with their clients ranging from ASX listed companies, SMEs to larger corporate groups in a number of exciting industries across Australia.

As a Client Services Officer, you’ll play a vital role in supporting 3 Senior Financial Advisers to deliver exceptional client service. This role combines relationship management with administrative and operational support, ensuring a seamless experience for clients from start to finish.

Key responsibilities:

Facilitate the preparation and follow-up of client meetings and reviews

Manage client communications, scheduling, and day-to-day service coordination

Build and maintain strong relationships with clients and internal advisers

Oversee the maintenance and accuracy of the client database

Respond to client queries promptly and professionally

Request, collect, and review information from both new and existing clients

Develop and update internal process documents and worksheets to enhance efficiency and client service delivery

Coordinate and submit all required documentation to internal departments within agreed service standards

Provide general administrative support to advisers and team members as needed

Requirements:

At least 2-4+ years' experience in a client services role within financial services

Exceptional communication skills (written, verbal, and interpersonal)

Proficiency in building and maintaining client and stakeholder relationships

Strong attention to detail, prioritisation, and multitasking capabilities

To register your interest, please send your CV to [email protected] or for additional enquiries, please call Ashleigh Hennessy on 02 8296 5888 for a confidential discussion.