Client Services Coordinator

Job Description

About Us: Findex is one of the largest providers of accounting, audit, tax, business and financial advice to individuals, small and medium enterprises in Australasia. We pride ourselves on an integrated service offering, giving our clients the peace of mind that comes with knowing their financial and lifestyle goals are being looked after.

Our mission is to have a meaningful and lasting impact on our people and clients, and to enrich the communities of which we are part of.

Overview:

The Client Services Coordinator (CSC) provides high quality administrative support to a team or service line or region, as part of the Client Services (CS) Team to ensure effective service is provided to Clients. Responsibilities include coordinating requirements and liaising with relevant government and regulatory bodies for various client queries and lodgements. Responsible for database management, task management, invoicing, report preparation and general administrative support for the team, the CSC may also provide support to Adviser Services individuals and Advisor Support individuals

What will your typical week look like?

• Client Queries: Field inquiries and direct to appropriate team members or respond directly.
• Call Handling: Answer incoming calls when team members are unavailable.
• Billing and WIP: Assist with billing processes, follow policies, and manage WIP.
• Client Correspondence: Prepare letters, clearances, and termination information.
• Client Liaison: Assist with administrative tasks as instructed by KRMs.
• Internal/External Liaison: Liaise with parties on behalf of clients.
• Onboarding/Offboarding: Assist with client onboarding and offboarding processes.
• Reception Duties: Provide relief reception coverage as needed.
• Event Coordination: Assist with in-house event coordination and setup/teardown.
• General Administrative Support: Provide support to team members, including mailouts, document preparation, and report generation.
• Local Requirements: Handle incoming/outgoing mail, archiving, couriers, faxes, and correspondence.
• Facilities Management: Assist with visitor registers, security, meeting room management, and office maintenance.
• Office Supplies: Manage stationery, kitchen goods, and other office requirements.

About The Perks

• Exciting career development and ongoing training support
• Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
• Experience a positive and collaborative work culture that fosters innovation and teamwork.
• Comprehensive training with a dedicated buddy to guide you - Join us to learn, grow, and thrive!

Let's Talk About You!

You are someone with...

• Ideally 3-5 years of experience in a client services role or similar environment
• Effective communication with stakeholders, clients and the Client Services Manager and wider team
• Capability to mentor and train junior team members

Let's Talk About Our Team

• Collaborate with an exceptional admin team
• Thrive in a supportive work environment
• Benefit from a culture that values innovation and teamwork
• Experience a dynamic and rewarding career with Findex!

Why Findex? #writeyournextchapter

At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?

If this sounds like you, we look forward to meeting you. Apply now!

PLEASE NOTE:

Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies:

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.