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 (Port Phillip City)
🏢 HTA
📍 Port Phillip City