Client Services Coordinator | Advisory | South Yarra, Melbourne

EMPLOYMENT STATUS : Full Time
LOCATION: South Yarra, Melbourne
REPORTS TO: Pod Leader

Be the person who keeps everything moving.

At HTA, we’re passionate about helping our clients achieve their goals and grow with confidence. Behind every great client experience is a team of people who ensure things run smoothly, communicate proactively, and provide support when it’s needed most.

We’re looking for an organised, proactive and people-focused Client Services Coordinator to join our Advisory team in South Yarra. This is a fantastic opportunity for someone who enjoys variety, loves building relationships and takes pride in delivering exceptional administrative support.

As a Client Services Coordinator, you’ll play an significant role in supporting our accountants and helping clients navigate their business and compliance needs.

Working closely with your allocated pod, you’ll coordinate client communications, manage engagements and documentation, assist with corporate administration, and help ensure our team delivers a seamless client experience from start to finish.

You’ll be a trusted point of contact for both clients and team members, helping keep workflows organised, deadlines on track and information flowing smoothly

Key Responsibilities

- Act as a first point of contact for clients via phone and email
- Coordinate communication between clients and accountants
- Manage engagements, renewals and expiries through Ignition
- Collect and manage client documentation
- Prepare documents for signing and manage electronic signature workflows
- Support invoicing, debtor follow-ups and WIP management
- Maintain accurate client records across systems
- Assist with ASIC, corporate and compliance administration




- Prepare and collate documents for financial institutions and client requests
- Respond to ATO correspondence and support administrative ATO enquiries
- Coordinate meetings, diary management and general team administration
- Support internal projects and training initiatives as required

About You

You’ll thrive in this role if you’re someone who:

- Loves providing exceptional client service
- Has outstanding attention to detail
- Communicates confidently and professionally
- Enjoys keeping things organised and on track
- Takes initiative and looks for ways to improve processes
- Can manage multiple priorities while remaining calm under pressure
- Works collaboratively and enjoys being part of a supportive team
- Demonstrates professionalism, discretion and integrity in everything you do

Experience & Skills

To be successful, you’ll ideally have:

- 3-5 years’ experience in an administration or client services role
- Strong Microsoft Office skills, including Outlook, Word and Excel
- Excellent written and verbal communication skills
- Exceptional organisational and time management abilitiesExperience within an accounting or professional services environment (highly regarded but not essential)
- A basic understanding of accounting and taxation terminology (beneficial)

Why Join HTA?

At HTA, we believe our people are our greatest asset. We create opportunities for our team to learn, develop and build rewarding careers while working in a supportive and collaborative environment.

When you join HTA, you’ll enjoy:

- Supportive leaders who invest in your growth
- Ongoing learning and development opportunities
- A collaborative, team-first culture
- Exposure to a diverse range of clients and industries
- The opportunity to make a genuine impact on the client experience

Liability limited by a scheme approved under Professional Standards Legislation.

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📌 Client Services Coordinator | Advisory | South Yarra, Melbourne
🏢 HTA
📍 Melbourne