Job Description

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The Client Services Coordinator (CSC) is responsible for the coordination and administration that helps the Directors and Managers of LP successfully deliver client outcomes.

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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.

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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.

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The Role:n

Workflow management

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- 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.
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Lodgement coordination

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- Support achievement of lodgement and compliance deadlines through proactive follow-up.
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- Monitor work-at-risk and facilitate timely completion.
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Operational coordination

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- 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.
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Process improvement

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- 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.
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Client experience

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- 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.
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Client communications

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- 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.
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Client onboarding and administration

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- 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.
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Compliance administration

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- 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.
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Skills:

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Strong workflow coordination and organisational ability.
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2. Strong client service and relationship management skills.
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3. Ability to manage competing priorities and deadlines.
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4. Strong written and verbal communication skills.
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5. High attention to detail and follow-through.
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6. Strong problem-solving and coordination capability.
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7. Intermediate to advanced Microsoft Office skills.
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8. Ability to navigate multiple business systems and databases.
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Knowledge:

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1. Professional services administration environments.
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2. Workflow management and service coordination.
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3. Client lifecycle and client service delivery principles.
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4. ATO, ASIC and compliance administration processes.
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5. Practice management, document management and workflow systems.
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6. Principles of quality client service and operational efficiency.
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Experience:

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1. Minimum 5 years’ experience in a client service, administration or practice support role.
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2. Experience within a public practice accounting firm highly desirable.
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3. Experience within another professional services setting with structured compliance, documentation and client service requirements (such as legal, financial services, consulting or similar) will also be considered.
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4. Demonstrated experience coordinating workflow, deadlines and service delivery activities.
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5. Demonstrated experience managing multiple stakeholders and competing priorities.
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6. Experience supporting regulated or compliance-driven environments highly desirable.
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📌 Client Services Coordinator: (Perth)
🏢 Letizia Palmer
📍 Perth