Client Services Officer

At RDA Accountants & Advisors, we are the trusted accounting and business partner to our ambitious clients.

Since 2013 we’ve expanded our service offering to be a modern and future focussed business that works with our clients to navigate the numbers with confidence.

Due to our growth, we are looking for an ambitious Client Services Officer (CSO) to join our team and take the next step in their career.

Our Approach:

We have a supportive, positive, and innovative team culture. With ongoing mentoring, practical training, and support as priorities, we believe trust is the foundation of all relationships.

Our Vision:

Grow a trusted eco-system that delivers clear, consistent value for all.

Partner with clients to build stronger futures for our people.

Work collaboratively to create more opportunities for tomorrow’s team members to join a winning team.

Our Values:

Trust: Be reliable, say what you mean and mean what you say,

Win-win: Ensure everyone wins from each interaction,

Clarity: Only start when there is a clear end goal.

Growth: Solve bigger problems tomorrow than you solved yesterday.

Timeliness: Be quick, but don’t rush.

Ownership: Treat client’s money like it was your money.

Outcomes: Focus on solving the problems that weren’t prevented.

Efficiency: Only introduce complexity when required.

On Offer:

Join a modern and consistently growing firm.

Flexible working arrangements available.

Industry leading salary package.

Work in a supportive team.

Professional development and ongoing training to achieve your career goals.

The Role:

As our Client Services Officer (CSO), you will support the Accounting Services team in delivering quality outcomes for clients. The role will report to the Administration Manager and will be responsible for the following:

Act as the first point of contact for clients including reception duties, ensuring smooth daily operations.

Support the end-to-end administration requirements of the client files in a fast-moving environment.

Corporate secretarial work, ATO communications and lodgements.

Support a team of Accountants with specialised administration support.

Onboard new clients, including but not limited to preparation of engagement letters, tracking ethical responses and setting up client groups.

Preparation and collation of documents on behalf of Accountants.

Preparation of collations and invoices.

Who are we looking for:

To be successful in this role, you'll need the following:

A proven track record of providing outstanding administrative support within a public practice.

Experience with Xero or similar job management platforms.

Excellent reporting, presentation and communication skills.

The ability to adapt to change quickly and problem solve.

Techy savvy and able to adapt to new systems.

Bookkeeping and/or Accounts Payable & Receivable experience advantageous.

The next step:

Please apply below. We look forward to hearing from you.