Client Services Officer (Xero Exp)
Client Services Officer (Xero Exp)
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Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
ABOUT THE CLIENT:
Our client is a privately held firm offering expert services in accounting finance and digital marketing. Their offerings include chartered accounting bookkeeping tax planning superannuation business structuring valuations mortgage broking and full-service digital marketing covering social media paid ads SEO/SEM and email campaigns.
JOB SUMMARY:
We re looking for a motivated and detail-oriented Client Services Officer to join our growing team. In this role you ll be the first point of contact for our clients providing exceptional administrative and client support that reflects the high standards. You ll work closely with our accountants advisors and digital teams to ensure a seamless and positive client experience.
KEY RESPONSIBILITIES:
Serve as the front-line support for all client enquiries (via phone email and in-person.
Schedule meetings and manage calendars for client-facing staff.
Prepare and send client correspondence onboarding documents and follow-ups.
Assist with the preparation and lodgement of documents through ATO and ASIC portals.
Maintain and update client records in CRM and internal databases.
Coordinate client billing invoicing and payment follow-ups.
Collaborate with internal teams to ensure timely delivery of services.
Support the implementation of client engagement strategies and client care initiatives.
Maintain confidentiality and uphold a high level of professionalism at all times.
Requirements
SKILLS:
Previous experience in an administrative or client services role (experience in professional services or accounting preferred).
Strong communication and interpersonal skills.
Excellent organisational and time management abilities.
Proficiency in Microsoft Office Suite and CRM systems.
Ability to manage multiple priorities and work well under pressure.
A proactive and solutions-oriented mindset.
Familiarity with Xero XPM or similar platforms is a plus.
Benefits
Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep that s right 100% work from home. But wait there s more. Here are just some of our benefits:
- Work from Home Allowance
- HMO for you and a dependent from Day 1
- 20 Days Annual Leave AND 5 Days Sick Leave
- Government Benefits and 13th Month Pay
- Computer Equipment
- Opportunities for growth
- Competitive Salary
SKILLS: Previous experience in an administrative or client services role (experience in professional services or accounting preferred). Strong communication and interpersonal skills. Excellent organisational and time management abilities. Proficiency in Microsoft Office Suite and CRM systems. Ability to manage multiple priorities and work well under pressure. A proactive and solutions-oriented mindset. Familiarity with Xero, XPM, or similar platforms is a plus.
Employment Type
Full Time
Company Industry
Business Consulting and Services / Outsourcing and Offshoring Consulting / Telephone Call Centers
