Job Description
Client Services Coordinator | Advisory | South Yarra, Melbourne n
EMPLOYMENT STATUS : Full Time
n LOCATION: South Yarra, Melbourne
n REPORTS TO: Pod Leader
Be the person who keeps everything moving. n
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
Key Responsibilities n
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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 n
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 skilled 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? n
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.
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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 opportunity to make a genuine impact on the client experience
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Liability limited by a scheme approved under Professional Standards Legislation.
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📌 Client Services Coordinator | Advisory | South Yarra, Melbourne
🏢 HTA
📍 Melbourne