We are seeking a Client Services Assistant to join our team in Bowral, NSW. This is a full-time position that plays a crucial role in delivering exceptional support to our clients and internal teams. As Client Services Assistant, you will be the point of contact for many of our clients, ensuring their needs are met promptly and professionally whilst supporting the smooth operation of our office. This role is integral to maintaining the high standards of service that define our business.
What you'll be doing
- Answering and directing client enquiries via telephone, email and in person in a professional and courteous manner
- Managing and maintaining client records and databases, ensuring information is accurate and up to date
- Scheduling appointments and meetings, coordinating diaries and sending reminders to clients and staff
- Preparing documentation, reports and correspondence for clients and internal stakeholders
- Liaising between clients and relevant departments to ensure requests are fulfilled efficiently
- Maintaining filing systems and organising office documentation both digitally and physically
- Supporting event coordination and office activities as required
- Providing administrative support to senior staff members and contributing to team projects
- Assisting with data entry and general clerical duties to support daily operations
What we’re looking for
- Proven experience in a customer service or client facing role, ideally within accounts receivable or financial services environment, preferred but not essential
- Excellent written and verbal communication skills with the ability to interact professionally with clients and colleagues at all levels
- Strong organisational and time management abilities with the capacity to manage multiple tasks and priorities simultaneously
- Proficiency in Microsoft Office applications (Word, Excel, Outlook) and experience with database management systems
- Demonstrated attention to detail and accuracy in all administrative work
- A friendly, proactive approach with a genuine commitment to providing excellent customer service
- Reliability and discretion when handling confidential client information
- Problem-solving skills and the ability to work independently as well as collaboratively within a team
- High school qualification or equivalent; additional qualifications in business administration or similar fields are advantageous
- Flexibility and adaptability in a fast paced environment are necessary to handle changing priorities
What we offer
We are committed to supporting the wellbeing and professional development of our team members. We offer a competitive salary package, a supportive and collaborative workplace culture, and opportunities for career progression as you develop your skills and experience. We provide ongoing training and development to help you excel in your role. Our team enjoys a pleasant working environment in Bowral.
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Client Services Assistant in Bowral employer: seek.com.au
Join a dynamic boutique Chartered Accountancy firm located in the heart of the CBD, where you will thrive in a supportive work culture that values professional growth and flexibility. With opportunities to engage in diverse accounting, taxation, and advisory projects, you'll benefit from ongoing training and the ability to work remotely after your initial onboarding. This is an excellent opportunity for those looking to advance their careers while enjoying a balanced work-life environment.
