Client Services Officer

Welcome clients, manage incoming calls, respond to enquiries, and coordinate appointments to ensure seamless service delivery. Liaise with advisors, partners, and team members to support efficient client outcomes. Handle administrative tasks including lodging tax returns, managing ATO correspondence, and coordinating office supplies. Support client data management processes by collating financial statements, tax returns, and invoices, while managing work in progress and document files. This full-time permanent role is based in the Canberra office Monday to Friday with some ad hoc reception support. Join Findex, a leading provider of integrated accounting and wealth solutions, where you contribute to supporting over 75,000 businesses and managing the Findex Community Fund's charitable impact.