For over 30 years, we've helped people and businesses succeed through practical accounting, tax and business advice. We guide and empower our clients in their journey to improve their business and financial performance, manage risks and to achieve success, with peace of mind. We bring the same approach to our team, offering meaningful work, variety, flexibility and support without the burnout.
About the Role
We're seeking a proactive Client Services Coordinator to support our team and deliver a seamless client experience. You'll take ownership of client onboarding, compliance workflows, database management and ongoing client administration, helping keep everything organised and on track.
Key Responsibilities
- Manage client onboarding, offboarding and client records
- Provide exceptional client service and reception support
- Coordinate compliance workflows, lodgements and documentation
- Monitor ATO correspondence, lodgement deadlines and outstanding actions
- Liaise with clients to obtain information and keep workflows moving
- Support general office administration and daily operations
About You
- Client services or administration experience, ideally within professional services
- Highly organised with strong attention to detail
- Confident prioritising, problem solving and working independently
- XPM, FYI, Xero, DocuSign and ATO experience highly regarded
- Comfortable using AI and recent technology to improve efficiency and client service
- Reliable, proactive and committed to delivering quality client service
What's in It for You?
- Supportive, close-knit team that genuinely values life work balance
- Ongoing training and development opportunities
- Varied role with plenty of ownership and client interaction
- Long term opportunity within a well-established firm