Client Services Officer

Eagle Financial is a highly regarded accounting firm with offices across Sydney, Newcastle, and the Gold Coast. Due to continued growth, our Newcastle team is looking for an experienced Client Services Officer to join us in a Full-time capacity to support supporting our expanding client base.

Located in a modern office in the heart of Newcastle’s CBD, this is a role that blends professional service excellence with community and connection. You’ll be part of a friendly, social team that enjoys regular office events and works collaboratively across teams.

🔎 About the Role

This is a varied and fast-paced role that’s ideal for someone who enjoys working in a professional environment with a close-knit team, with the perfect balance of structure and flexibility.

As the face of our Newcastle office, you’ll help ensure a smooth, welcoming experience for clients while keeping things running seamlessly behind the scenes.

Key responsibilities include:

• Answering phones calls and email correspondence both internally and externally.

• Mail handling - Managing incoming and outgoing post and couriers.

• Preparation of client documents and correspondence.

• Liaising with the ATO and other external organisations as required

• Data entry - Maintaining client records and updating data bases across various systems.

• Supporting the accounting team with administrative tasks.

• Administration support – Scanning and photocopying.
  

Managing the shared office space, including:

• Handling enquiries from prospective tenants

• Scheduling and conducting inspections of the shared office space

• Managing lease agreements and invoicing for office space use

• Planning and organising office events and social functions, contributing to the vibrant office culture

✅ What We’re Looking For

You’re a motivated and detail-focused professional with a strong background in accounting administration. You bring energy to your work and enjoy being part of a collaborative, supportive environment.

You’ll have:

• Experience in professional services administration (preferred, but not essential)

• Strong verbal communication and interpersonal skills

• A proactive, positive attitude and a team-first mindset

• High proficiency in Microsoft Office Suite

• Full Australian working rights (citizenship required)

⭐ Why Join This Firm?

• Be part of a growing office where your role truly makes an impact

• Enjoy variety in your day – from client service to office operations and event planning

• A collaborative team where your contribution will be valued

📩 Interested?

We’d love to hear from you! Please apply with your CV and a brief cover letter outlining your experience and why you're a great fit for the role.

Shortlisted candidates will be contacted for an initial Zoom interview, followed by a face-to-face interview at our Newcastle CBD office.

Interviews will be conducted on a rolling basis, early applications are encouraged.