Client Services Officer (Grafton)

Client Services Officer (Grafton)

05 Aug
|
Findex Group
|
Grafton

05 Aug

Findex Group

Grafton

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 excellent 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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📌 Client Services Officer (Grafton)
🏢 Findex Group
📍 Grafton

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