26 Sep
|
Clear Tax
|
Melbourne
26 Sep
Clear Tax
Melbourne
Client Experience & Practice Coordinator
Be the voice and first impression of a growing accounting practice
Are you confident on the phone, excellent with emails and naturally good at helping people?
We are looking for a highly organised and energetic Client Experience & Practice Coordinator to join our busy accounting practice in Point Cook, Victoria.
This is much more than a traditional reception role. You will be at the centre of our daily operations—speaking with clients, managing enquiries, coordinating appointments and supporting our accounting team to deliver a smooth client experience.
No two days will be the same. You will need to be comfortable managing a busy phone line, responding to emails, following up documents and keeping things moving.
Be the voice and first impression of a growing accounting practice
Are you confident on the phone, excellent with emails and naturally good at helping people?
We are looking for a highly organised and energetic Client Experience & Practice Coordinator to join our busy accounting practice in Point Cook, Victoria.
This is much more than a traditional reception role. You will be at the centre of our daily operations—speaking with clients, managing enquiries, coordinating appointments and supporting our accounting team to deliver a smooth client experience.
No two days will be the same. You will need to be comfortable managing a busy phone line, responding to emails, following up documents and keeping things moving.
What you will be doing
- Managing a high volume of incoming phone calls and emails.
- Providing professional and friendly assistance to clients.
- Understanding client enquiries and directing them to the right team member.
- Booking and coordinating client appointments.
- Following up clients for outstanding information and documents.
- Maintaining accurate client records and internal systems.
- Supporting accountants and advisers with administrative tasks.
- Assisting with day-to-day office coordination.
- Helping create a positive, organised and professional office environment.
What we are looking for
We are looking for someone who is:
- An excellent communicator with a confident telephone manner.
- Friendly, professional and genuinely enjoys helping people.
- Highly organised and able to manage competing priorities.
- Calm and composed in a fast-paced environment.
- Reliable, proactive and attentive to detail.
- Comfortable using computers, email and office software.
- A quick learner who enjoys working as part of a team.
- Qualified and respectful when dealing with confidential information.
Previous experience in administration, reception, customer service or a professional services environment will be highly regarded. Experience in an accounting practice is desirable but not essential.
Why join us
- Join a growing and professional accounting practice.
- Work in a friendly and supportive team.
- Enjoy a diverse and client-focused role.
- Receive training and learn about the accounting and professional services industry.
- Build valuable administration, communication and practice-management skills.
- Opportunity for future career progression.
Location
Point Cook, VIC
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📌 Client Experience & Practice Coordinator (Melbourne)
🏢 Clear Tax
📍 Melbourne