Client Services Manager
Geelong, Victoria

Lead Client Service Excellence in a Growing Professional Practice

Certum Advisory is seeking an experienced, highly motivated Client Services Manager to join our team in Geelong.

About the Role

As the Client Services Manager, you will be responsible for overseeing practice administration, supporting ATO and ASIC compliance activities, coordinating client onboarding, assisting with AML/CTF compliance obligations, and contributing to business development initiatives.

Key Responsibilities

- Serve as the primary point of contact for clients and deliver exceptional customer service.

- Manage client onboarding processes and maintain accurate client records.

- Build and maintain strong client relationships that support retention and referrals.

- Coordinate communication between clients, accountants, and qualified staff.

- Oversee daily practice administration, including appointment scheduling, workflow coordination, correspondence, and invoicing.

- Provide administrative support to the CEO and accounting team to improve operational efficiency.

- Liaise with the ATO on client matters, including registrations and client authority access.

- Manage ASIC compliance obligations, including annual reviews, record maintenance,



and statutory lodgements.

- Support AML/CTF compliance activities, including client identification, KYC procedures, due diligence, and compliance monitoring.

- Maintain compliance registers, policies, procedures, and regulatory records.

- Assist with risk management, compliance reporting, and staff training activities.

- Identify and implement process improvements to enhance efficiency and the client experience.

- Contribute to business growth through referral generation, relationship management, and client engagement activities.

About You

3 - 5 years experience in a professional services environment with strong client service, communication, organisational and Microsoft 365 skills.

What We Offer

Leadership opportunity, professional development, incentive program, career progression and flexible work arrangements following probation.

Remuneration

Remuneration will be negotiated based on qualifications, experience, and demonstrated capability.

Apply Now

Please submit your resume and cover letter with a photo, outlining your experience and suitability for the role.

Email ••••@certumaccountants.com.au

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