Client Services Officer

As a Client Services Officer at Bentleys Queensland, you will be integral to our forward-thinking and innovative team. In this role, you will nurture client relationships, ensuring we deliver exceptional service and consistently exceed expectations. You will thrive in a dynamic environment that values creative solutions and cutting-edge technology, while enjoying flexible work arrangements that support a healthy work-life balance. This position is ideal for a proactive and self-motivated individual who can take the initiative, embrace the role, and make it their own, all while contributing to our commitment to client-focused excellence.

As a Client Services Officer at Bentleys Queensland, your responsibilities will include:

• Client Liaison: Serving as the primary contact for our clients' administration needs, handling client inquiries, and providing comprehensive support including preparing information requests to assist with our workflow
• Tax Compliance: Assisting with our client's interactions with Australian Taxation Office (ATO), including managing lodgment lists, client correspondence and ATO portal management
• Fee Management: Handling fee-related tasks including managing work in progress reports and ensuring accurate and timely fee preparation
• Onboarding Assistance: Assisting new clients with the onboarding process, including document collection and verification
• Client Record Management: Maintaining and updating client records according to established protocols
• Task Management: Utilising Trello for administration projects/task management and coordination
• Communication: Preparing and distributing client communications, reports, and updates
• Support Functions: Assisting the Partners and Managers with various tasks to strengthen client relationships

• Previous experience with an accounting firm or professional services firm is highly desirable, but not essential
• Ability to quickly get to know our clients and provide personalised service
• Demonstrated experience in client services or a similar customer-focused role
• Excellent communication and interpersonal skills
• High attention to detail and strong organisational skills
• Ability to manage multiple tasks and prioritise effectively in a dynamic environment
• Proficiency with Microsoft Office Suite
• Full-Time Availability: Preferably available full-time in the Brisbane office, but open to part-time candidates that are available each working day

We'll look after you at Bentleys, these (and more) are some of the benefits we offer:

• Learning opportunities via our Career Builder Program and our LMS which has thousands of modules for self-paced learning
• Genuine potential for growth, development and mentoring within the team
• Professional memberships and subscriptions
• Flexible working arrangements
• Bonus 3 days annual leave each year
• Additional purchased leave scheme
• Paid Parental Leave
• Direct access to senior staff and Partners
• Regular opportunities to participate in social activities, corporate volunteering and sporting events
• Monthly Mingle Social Event held each month
• Social Club
• Health and Wellness activities and education which has included:
  • 50% off memberships at Goodlife Gyms
  • Annual On-Site Health Screenings
  • Nutrition Workshops
  • Fully funded sporting events such as Corporate Games, Bridge to Brisbane, Corp Tri, Boot Camps and Yoga
  • Free fruit
  • On-site flu vaccinations
  • Mental health support via our Employee Assistance Program
• Dress for Your Day
• 6-star eco-friendly office with luxury end of trip facilities

Bentleys Queensland is a full-service advisory and accounting firm with 25 Partners/Directors and almost 200 staff operating across 3 offices. We have a history of over 75 years in providing professional and dependable support across business & strategic advisory, accounting, taxation, audit, international & investment advisory, risk & assurance, corporate recovery & insolvency, technology & innovation, self-managed superannuation, HR, finance & lending and wealth management.

Opportunities like this at Bentleys don't come up often. Click the Apply button to start your application.