As a Client Services Manager, you will play a key role in supporting our professional team and delivering a high‑quality experience to clients. Based in our Salisbury office, this role is ideal for an organised, detail‑focused individual who enjoys working in a fast‑paced professional services environment.
You will act as a central point of contact for clients, advisers, and internal stakeholders, ensuring administrative processes run smoothly and client requests are handled efficiently and professionally. The role involves a combination of client communication, compliance administration, and general practice support.
What you'll be doing
Client Support
- Collation and Preparation of financial and other reports for distribution to clients
- Managing onboarding and offboarding clients
- Tax return Administration and ATO liaison
- ABN & ASIC Administration
- Debtor Follow up
- Interacting with clients via email and phone
Workflow Process
- Facilitating the delivery of work to the team as per production plan
- Complete end of job process and Invoice preparation
What we’re looking for
- Minimum2+years experience
- Hands‑on experience with XPM (Xero Practice Manager) is essential, including job management, workflow coordination, and invoicing support
- Comprehensive knowledge of ATO & ASIC services and understanding of Australian law and policies pertaining to client data, on/offboarding requirements
- Strong computer literacy, experience with accounting and workflow management programs an advantage
- Confident enough to develop client relationships and build rapport with staff, business partners and clients
- Manage multiple tasks and meet deadlines
- A good team player and quick learner
What we offer
- Versatile work arrangements where appropriate
- Paid day off for your birthday
- Inclusive team environment, with our wider team based in Norwood