Client Services Officer

Join Kelly+Partners in Gloucester as a Client Services Officer. If you thrive in a professional services environment and enjoy delivering outstanding support, this role is for you.

Our Mission

At Kelly+Partners, we operate with one clear mission: "to help our people, Private Business Owners, and the communities we work in be better off". We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.

About Kelly+Partners

• ASX-listed and ranked among Australia’s Top 20 Accounting Firms
• Winner of the Australian Business Awards for Employer of Choice 2022 and awarded one of Australia’s Best Workplaces for Women 2023
• Founded in 2006 and consistently growing at 30%+ per annum
• A firm that genuinely invests in its people, development, and wellbeing

Why Join Us?

In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:

• Bespoke professional development and growth opportunities.
• Modern, bright workplaces with state-of-the-art technology
• Employee Assistance Program
• Paid Community Service Leave

The Opportunity

As a Client Services Officer, you’ll play a vital role in supporting our team and ensuring our clients receive a seamless, professional experience. You’ll be a trusted point of contact, helping keep the practice running smoothly and contributing directly to the firm’s continued growth.

Position Responsibilities

• Provide administration support as part of the client services team
• Assist in maintaining client information in our database
• Onboarding of new clients into the database
• Company and trust setup
• ASIC and ATO Lodgements
• Assist with communications, scheduling appointments, meetings, follow-ups and emails
• General administrative tasks, such as: Scanning, filing, photocopying, mail etc

About You

• Minimum of a year to two years’ experience in a similar role, ideally at an accounting practice or professional services setting is desirable but not essential
• HSC Certificate, Certificate III in Business Administration or equivalent is desirable but not essential
• Working knowledge of the Microsoft Office suite of applications
• Intermediate computer skills, specifically with the Microsoft Office Suite
• Excellent written and verbal communication skills
• High level of professionalism and exceptional customer service skills
• Strong organisational skills and attention to detail
• Proactive, self-motivated and enthusiastic
• Willing to work minimum 3 days per week