Client Services Officer

Company overview

yourBIZ – bookkeeping & accounting is a client-centered firm that supports small business owners with bookkeeping, tax, and payroll responsibilities. Established in 2012 by a business owner who understands the realities of running a small enterprise, the company is grounded in reliability, trust, and a genuine commitment to client success. Its focus is to give business owners back their time and reduce the stress that comes with compliance, while improving visibility over cash flow and financial obligations.

The team aims to be a dependable partner that clients can truly count on, offering accurate, timely, and compliant financial support with a personal touch.

Role overview

This is a full-time, on-site position in Devonport, Tasmania, where the Client Services Officer will serve as a key contact for bookkeeping and accounting clients. The role centers on providing responsive support, handling incoming enquiries, tracking outstanding items, and making sure matters are followed through promptly.

You will work closely with bookkeeping and accounting staff to collect information, arrange meetings, and help ensure client deliverables are correct, complete, and delivered on schedule. The job also includes maintaining client records, drafting and sending communications, assisting with new client onboarding, and carrying out everyday administrative duties that improve the client experience.

Key duties

• Act as a main contact point for clients and respond to their questions and requests in a timely manner.
• Track open items and coordinate follow-up so client matters are resolved without unnecessary delays.
• Work with internal team members to gather information and support the completion of client work.
• Arrange meetings and help keep communication flowing between clients and the team.
• Keep client records accurate and up to date.
• Prepare and send client communications and routine correspondence.
• Support onboarding activities for new clients.
• Assist with general administrative tasks that contribute to a smooth and professional service experience.

Qualifications and work style

The ideal candidate is proactive, well organized, and comfortable managing several priorities at once while maintaining a professional and friendly approach with clients and colleagues.

Additional requirements

• Strong client service capability, with the ability to understand client needs and provide dependable assistance.
• Excellent communication and interpersonal skills for building rapport, managing expectations, and maintaining positive working relationships.
• A service-first mindset with a strong focus on customer satisfaction and respectful issue resolution.
• Solid planning skills, attention to detail, and the ability to handle multiple deadlines in a busy office environment.
• Prior experience in administration, client service, or a professional services setting is preferred, especially in bookkeeping, accounting, or financial services.
• Confidence using accounting software, practice management systems, email, and other digital tools, along with a willingness to learn new processes.
• Ability to work on-site in Devonport, Tasmania, collaborate in a small team, and protect confidential client information.

About the working environment

The role is based in a small, collaborative team that values professionalism, discretion, and consistent service. The work environment involves direct interaction with clients and close cooperation with colleagues to keep day-to-day operations running smoothly.