Offer summary

Qualifications:

Previous experience in administrative or client services roles, preferably in professional services or accounting., Strong communication and interpersonal skills., Excellent organizational and time management abilities., Proficiency in Microsoft Office Suite and CRM systems..

Key responsibilities:

Serve as the front-line support for all client inquiries via phone, email, and in-person.

Schedule meetings and manage calendars for client-facing staff.

Assist with the preparation and lodgement of documents through ATO and ASIC portals.

Coordinate client billing, invoicing, and payment follow-ups.

Job description

This is a remote position.

ABOUT THE CLIENT:

Our client is a privately held firm offering expert services in accounting, finance and digital marketing. Their offerings include chartered accounting, bookkeeping, tax planning, superannuation, business structuring, valuations, mortgage broking and full-service digital marketing—covering social media, paid ads, SEO/SEM and email campaigns.

JOB SUMMARY:

We’re looking for a motivated and detail-oriented Client Services Officer to join our growing team. In this role, you’ll be the first point of contact for our clients, providing exceptional administrative and client support that reflects the high standards. You’ll work closely with our accountants, advisors and digital teams to ensure a seamless and positive client experience.

KEY RESPONSIBILITIES:

Serve as the front-line support for all client enquiries (via phone, email and in-person.

Schedule meetings and manage calendars for client-facing staff.

Prepare and send client correspondence, onboarding documents and follow-ups.

Assist with the preparation and lodgement of documents through ATO and ASIC portals.

Maintain and update client records in CRM and internal databases.

Coordinate client billing, invoicing and payment follow-ups.

Collaborate with internal teams to ensure timely delivery of services.

Support the implementation of client engagement strategies and client care initiatives.

Maintain confidentiality and uphold a high level of professionalism at all times.

Requirements

SKILLS:

Previous experience in an administrative or client services role (experience in professional services or accounting preferred).

Strong communication and interpersonal skills.

Excellent organisational and time management abilities.

Proficiency in Microsoft Office Suite and CRM systems.

Ability to manage multiple priorities and work well under pressure.

A proactive and solutions-oriented mindset.

Familiarity with Xero, XPM, or similar platforms is a plus.

Benefits

Here at Access Offshoring, we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace, so Access Offshoring offers a complete work from home model. Yep – that’s right, 100% work from home. But wait there’s more. Here are just some of our benefits: