We are seeking a polished and experienced Client Services Manager to join a well-established accounting and advisory firm. This is a senior client-facing role responsible for overseeing the Client Services function, supporting Partners and professional staff, and ensuring client matters and internal workflows are managed efficiently.
The Role
You will take ownership of client administration, workflow coordination, billing and debtor management, while acting as the escalation point for more complex client matters. You will also supervise and develop a Client Services Officer and contribute to process improvement and operational efficiencies.
Key responsibilities include:
- Managing complex client enquiries and administrative matters
- Supporting Partners, accountants and advisors
- Coordinating ATO correspondence, payment plans and regulatory administration
- Managing billing, invoicing and debtor follow-up
- Overseeing pre-job processes, documentation and workflow
- Monitoring deadlines and resolving administrative bottlenecks
- Supervising,
mentoring and developing the Client Services Officer
- Identifying opportunities to improve systems, processes and client experience
About You:
- Experience in professional services, accounting, legal, financial services or a similar environment
- Strong client service and administrative experience
- Previous exposure to billing, invoicing and debtor management
- Excellent organisation, communication and attention to detail
- Confidence working with senior stakeholders and clients
- Experience supervising or mentoring junior staff
- Strong judgement, initiative and problem-solving skills
- An interest in process improvement, technology and operational efficiency
What's in it for you?
- Modern newly furbished offices with excellent facilities
- Tight knit, social and team-oriented firm
- Strong emphasis on professional development with ample examples of internal progression.
- Supportive leadership team