Client Services Officer Grafton

Client Services Officer Grafton

06 Aug
|
Findex Group
|
Grafton

06 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 wide-ranging 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 great 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 workplace.
Access to an Employee Assistance Programme (EAP) to support wellbeing.

What you bring to the role
A warm, qualified 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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