/n The Client Services Coordinator (CSC) is responsible for the coordination and administration that helps the Directors and Managers of LP successfully deliver client outcomes. /n Working closely with Managers, accountants and the Client Services team, this role ensures work progresses efficiently, deadlines remain visible and client-related administration is completed accurately and on time. /n Success in this role is achieved through strong workflow discipline, proactive communication, effective coordination of activities and a focus on client service outcomes. In doing so, the CSC helps create a responsive and professional client experience that supports clients to make better and more timely decisions. /n The Role:/n Workflow management /n /n

- Coordinate workflow priorities and client administration requirements with Managers.

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- Monitor outstanding client work, documentation, approvals and correspondence.

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- Identify and escalate workflow delays, risks and bottlenecks.

/n /n Lodgement coordination /n /n

- Support achievement of lodgement and compliance deadlines through proactive follow-up.

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- Monitor work-at-risk and facilitate timely completion.

/n /n Operational coordination /n /n

- Assist with workflow reporting and operational information.

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- Support operational processes, systems and procedures.

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- Maintain workflow data, practice management systems and client records.

/n /n Process improvement /n /n

- Identify opportunities to improve workflow efficiency and client service delivery.

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- Contribute to procedures, templates and standard operating processes.

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- Support operational and system improvements.

/n /n Client experience /n /n

- Coordinate client administration and service-related matters.

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- Deliver a responsive, professional and consistent client experience.

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- Ensure timely resolution of client enquiries and requests.

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- Promote a client-focused approach in all interactions.

/n /n Client communications /n /n

- Build positive relationships with clients and internal stakeholders.

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- Support Managers in delivering exceptional client service.

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- Act as a key coordination point for client administration and workflow matters.

/n /n Client onboarding and administration /n /n

- Coordinate client onboarding, engagement administration and related requirements.

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- Maintain accurate client records across business systems.

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- Support onboarding, ongoing maintenance and offboarding activities.

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- Monitor administrative activities to ensure timely progress.

/n /n Compliance administration /n /n

- Coordinate ATO, ASIC and corporate compliance administration.

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- Monitor registrations, lodgements, correspondence and related activities.

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- Escalate issues that may impact compliance, service standards or client outcomes.

/n /n Skills: /n /n





- Strong workflow coordination and organisational ability. /n
- Strong client service and relationship management skills. /n
- Ability to manage competing priorities and deadlines. /n
- Strong written and verbal communication skills. /n
- High attention to detail and follow-through. /n
- Strong problem-solving and coordination capability. /n
- Intermediate to advanced Microsoft Office skills. /n
- Ability to navigate multiple business systems and databases. /n /n /n Knowledge: /n /n
- Professional services administration environments. /n
- Workflow management and service coordination. /n
- Client lifecycle and client service delivery principles. /n
- ATO, ASIC and compliance administration processes. /n
- Practice management, document management and workflow systems. /n
- Principles of quality client service and operational efficiency. /n /n /n Experience: /n /n
- Minimum 5 years’ experience in a client service, administration or practice support role. /n

2.

Experience within a public practice accounting firm highly desirable. /n

3.

Experience within another qualified services environment with structured compliance, documentation and client service requirements (such as legal, financial services, consulting or similar) will also be considered. /n

- Demonstrated experience coordinating workflow, deadlines and service delivery activities. /n
- Demonstrated experience managing multiple stakeholders and competing priorities. /n

6.

Experience supporting regulated or compliance-driven environments highly desirable. /n /n

📌 Client Services Coordinator: (Perth)
🏢 Letizia Palmer
📍 Perth