Job Description

We are seeking a professional and highly organised and warm Client Services Officer to join a well-regarded financial services firm. This role is ideal for someone with an administration support background across an accounting or financial advisory firm who enjoyed supporting a high performing and established team.

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The role

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You will play a key role in ensuring smooth client interactions and efficient internal processes. Your responsibilities will include:

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- Preparing and distributing client packages electronically
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- Communicating with clients and internal teams
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- Managing databases and ensuring records are up-to-date
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- Reviewing and updating portal information, reporting, and following up on outstanding items
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- Assisting with invoicing and debtor follow-ups
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- Handling general administrative tasks, correspondence, and electronic filing
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- Supporting meetings, including room bookings and partner diary management
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- Providing reception relief and answering calls as required
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- Maintaining daily timesheets
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About You

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- Prior administration support within an accounting or financial services firm.
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- Highly organised with excellent attention to detail
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- Professional and discreet in handling sensitive client information
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- Confident using accounting software and online portals
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- Proactive and able to work independently while supporting the wider team.
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Why This Role

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You will join a respected, mid-sized financial services firm that balances client-focused excellence with a supportive, community-minded culture. This is an chance to contribute to a team that values professionalism, attention to detail, and long-term client relationships.

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If you are a motivated accounting administrative professional looking to broaden your career in client services, we encourage you to apply now.

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📌 Client Services Officer (Victoria)
🏢 Sharp & Carter
📍 Victoria