{"id":3860658,"url":"https://alion.io/job/findex-client-services-officer-14","title":"Client Services Officer","company":{"id":2130205,"name":"Findex","domain":"findex.com.au","url":"https://alion.io/company/findex","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":58,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Grafton, Australia"],"countries":["AU"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-06T06:07:05Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-09T14:42:35Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"We are looking for a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Grafton, supporting both our Business Advisory and SMSF teams. This is a full-time office based, permanent position with opportunity to develop and grow with a leading provider of Accounting and Financial Services.\nYour role, your contribution!\nTake charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages\nKeep ASIC requirements on track and set up new entities\nProcess orders for SMSF legal documents\nCommunicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests\nRelief Receptionist duties\nThe benefits of joining us!\nExciting career development and ongoing training support\nBe part of our Reward & Recognition Benefits program, celebrating outstanding performance\nExperience a positive and collaborative work culture that fosters innovation and teamwork\nComprehensive training with a dedicated buddy to guide you.\nWhat you bring to the role\nDemonstrated proficiency using the Microsoft Suite\nExceptional phone manner and front of house expertise to deliver outstanding customer service and create a welcoming environment\nA genuine team player with a friendly and helpful attitude\nExcellent written and verbal communication skills\nHigh attention to detail and strong time management skills.\nIf this role sounds like a good fit - Apply now!\nOur Impact: Why Findex?\nAt Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.\nFor the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.\nFor You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.\nFor our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best - supporting your growth, your team, and the clients who trust us to make a real difference\nFor Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.","description_format":"text","description_chars":3266,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Financial Advisory, Valuation & Restructuring","Accounting & Bookkeeping Services"],"lifecycle":[{"event":"open","at":"2026-11-06T09:15:33Z"}],"visa":[],"liveness":{"score":40,"band":"fade","label":"Fading","p_open":1,"p_active":0.568,"p_room":1,"age_days":2,"expected_fill_days":58,"reasons":["conf:5","evergreen","wave","win:early"],"computed_at":"2026-11-09T06:03:00Z"},"pay":null,"html_url":"https://alion.io/job/findex-client-services-officer-14","json_url":"https://alion.io/job/findex-client-services-officer-14.json","meta":{"generated_at":"2026-11-09T16:33:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":24158,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2130205},"rest":"https://alion.io/mcp/rest/get_company?id=2130205"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffindex-client-services-officer-14"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffindex-client-services-officer-14"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffindex-client-services-officer-14"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/findex-client-services-officer-14\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffindex-client-services-officer-14"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3860658}},{"tool":"search_jobs","arguments":{"company":"findex.com.au","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3860658},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}