Client Services Officer
Core
First point of contact for client interactions, handling invoicing, payments, and new client onboarding in a compliance and advisory firm.
Role type
Client Services Officer (Administrative)
Builds
Client onboarding packages, invoices, and payment records
Domain
Professional services / Accounting
Deliverable
client delivery
Required skills
Client communication, invoicing and payment processing, client onboarding, corporate register maintenance, practice management software proficiency
Preferred skills
CAS360, ATOMate, FYI Docs, Microsoft Office, XPM
Responsibilities
Acting as first point of contact for client interactions, preparing client invoices and processing payments, onboarding new clients with ethical and engagement letters, maintaining ASIC corporate registers, updating client information in XPM, overseeing ATO correspondence
Seniority
Junior to Mid-level, hands-on IC