The Client Service Coordinator is primarily responsible for providing a broad range of service to support the Accountants as well as providing a high-quality service to clients.
Key responsibilities
- Customer service and administration
- Preparation and distribution of client engagement letters
- Maintaining client information in XPM and other systems
- Scheduling and booking client meetings
- Raising of invoices to clients
- Processing of ASIC Annual Returns
- Managing lodgement of tax returns
- Processing corporate secretarial changes and updates
- General office administration such as scanning, filing etc.
About you
- Experience in a Client Services Coordinator role within an Accounting Practice
- Excellent verbal and written communication skills
- Ability to work effectively and collaboratively in a team
- Possess a positive attitude and pleasant demeanour
- Hard-working and committed to the role and the organisation
- Desire to provide quality client service and support
- Attention to detail and time management skills
- High level of integrity and regard for confidentiality
- Professional presentation
About us
Concord Business Advisory is a successful boutique Accounting and Business Services firm that specialises in business advisory, SMSF's, wealth creation and risk management. Our main office is located in West Perth.
Advantages
- Newly refurbished office in West Perth
- Close to public transport (Train, bus and CAT bus)
- Learning and Development
- Casual Fridays
- Fortnightly social drinks
📌 Client Services Coordinator (West Perth)
🏢 Concord Business Advisory
📍 West Perth
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