Job Description

Client Services Coordinator | Advisory | South Yarra, Melbourne

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

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Be the person who keeps everything moving.

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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.

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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.

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

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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.

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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

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Key Responsibilities

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- Act as a first point of contact for clients via phone and email
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- Coordinate communication between clients and accountants
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- Manage engagements, renewals and expiries through Ignition
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- Collect and manage client documentation
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- Prepare documents for signing and manage electronic signature workflows
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- Support invoicing, debtor follow-ups and WIP management
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- Maintain accurate client records across systems
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- Assist with ASIC, corporate and compliance administration
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- Prepare and collate documents for financial institutions and client requests
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- Respond to ATO correspondence and support administrative ATO enquiries
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- Coordinate meetings, diary management and general team administration
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- Support internal projects and training initiatives as required
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About You

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

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

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To be successful, you'll ideally have:

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

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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 workplace.

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When you join HTA, you'll enjoy:

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- Supportive leaders who invest in your growth
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- Ongoing learning and development opportunities
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- A collaborative, team-first culture
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- Exposure to a diverse range of clients and industries
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- The chance to make a genuine impact on the client experience
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Liability limited by a scheme approved under Professional Standards Legislation.

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