Where

Client Services Officer

Oakview Financial
Dalby Full-day Full-time

Description:

Client Services Officer – Elevate Client Experiences with QC Accountants

Are you passionate about delivering exceptional client service? Do you thrive in a dynamic, client-focused environment? Join our vibrant team at QC Accountants and make a meaningful impact on our clients' businesses.

Key Tasks:

As a Client Services Officer, you'll be at the heart of our client interactions, ensuring every touch point is positive and aligns with our commitment to excellence. Your responsibilities include managing inquiries, resolving issues, and nurturing client relationships with enthusiasm and professionalism.

Responsibilities:

  • Client Onboarding and Support: Guide clients through their journey with us, from onboarding to the delivery of their work.

  • Service Standard Maintenance: Uphold the firms service standards when working with clients and team members.

  • Client Communication: Understand client requirements, send proposals, and proactively gather feedback.

  • Workflow Management: Assist with scheduling and workflow management using Karbon software.

  • ASIC Related Services: Prepare and manage ASIC-related services in Now Infinity, including company setup, annual ASIC lodgements, and business setups.

  • Client Queries: Help professional staff request client information and documentation.

  • Administrative Support: Perform basic administrative tasks as needed.

Who This Role Will Suit:

  • Experienced Professional: You have experience in a client admin role in the accounting industry, with expertise in ASIC-related services.

  • Business Savvy: You possess a solid understanding of business and the confidence to liaise with clients from various industries.

  • Collaborative: You work seamlessly with the Practice Manager, holding accounting staff accountable for their deliverables.

  • Client-Focused: You have a background in client relationship management or similar roles, ideally with some accounting or business experience.

Benefits:

  • Work-Life Balance: Enjoy Casual Dress on Friday with an early finish!

  • Quarterly Events: Fun events each quarter to celebrate your hard work

  • Professional Growth: Access to study support, regular training, and significant growth opportunities.

  • Opportunity: We have recently merged with a financial planning and lending firm, there is substantial opportunity for a growth minded team member.

About Us:

QC Accountants is a young, growing firm with a mission to provide transparent, top-tier service to our clients. Our team of 15 is driven by a strong culture of respect, flexibility, and continuous improvement. We enjoy weekly coffees, monthly lunches, and various celebrations organized by our social club.

How to Apply:

If you're ready to contribute to an exceptional client experience, quick apply now or send your cover letter and resume to Shanna@qcaccountants.com.au

31 Mar 2025;   from: uworkin.com

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