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Client services officer

Grafton
Findex Group Limited
Posted: 21 May
Offer description

We are seeking a permanent, full-time Client Services Officer to join our Accounting and Business Advisory team in Grafton. This is a front‐of‐house role where you'll be the welcoming first point of contact for our clients on reception, while also taking ownership of a varied portfolio of client services tasks that keep our office running smoothly.

Your role and contribution
* Sit front‐of‐house on reception as the face of our Grafton office; warmly greeting clients and visitors, answering incoming calls, managing the front desk, and ensuring every client interaction starts with a great impression.
* Manage diverse administrative tasks, including coordinating client meetings and preparing financial documentation.
* Take responsibility for invoicing and Work in Progress (WIP) management.
* Communicate with advisors, partners, and staff to support client requests and service delivery.
* Ensure client tasks across the region meet internal and external standards.
* Provide general support to the team, including file creation and database management.
* Assist with front‐of‐house reception, printing, filing, and scanning.
* Maintain a proactive attitude and collaborate with team members to achieve goals.
Benefits of joining the team
* Recognition and rewards for high performance.
* A supportive and collaborative work environment.
* Access to an Employee Assistance Programme (EAP) to support wellbeing.
What you bring to the role
* A warm, professional front‐of‐house presence and confidence dealing with clients face‐to‐face and over the phone.
* Proven administration experience with strong attention to detail.
* Proficiency in the Microsoft Office suite, including Outlook, Teams, Word, and Excel.
* Exceptional communication skills and a professional phone manner.
* Strong organisational and time management skills with the ability to multitask.
* A positive, collaborative attitude and a willingness to develop new skills.
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