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 and accounting or Financial advisory firm who enjoyed supporting a high performing and established team.
The role:
You will play a key role in ensuring smooth client interactions and efficient internal processes. Your responsibilities will include:
Preparing and distributing client packages electronically Communicating with clients and internal teams Managing databases and ensuring records are up-to-date Reviewing and updating portal information, reporting, and following up on outstanding items Assisting with invoicing and debtor follow-ups Handling general administrative tasks, correspondence, and electronic filing Supporting meetings, including room bookings and partner diary manage...
This role is ideal for someone with an administration support background across and accounting or Financial advisory firm who enjoyed supporting a high performing and established team.
The role:
You will play a key role in ensuring smooth client interactions and efficient internal processes. Your responsibilities will include:
Ready to Apply?
Submit your application today and join our talented team at Sharp & Carter.
Submit ApplicationJob Details
- Location Australia, Victoria
- Job Type Permanent or Full Time
- Category Information and Record Clerks
- Posted Date March 01, 2026
- Application Deadline April 10, 2026