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 RoleWe'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 ResponsibilitiesManage client onboarding, offboarding and client recordsProvide exceptional client service and reception supportCoordinate compliance workflows, lodgements and documentationMonitor ATO correspondence,



lodgement deadlines and outstanding actionsLiaise with clients to obtain information and keep workflows movingSupport general office administration and daily operationsAbout YouClient services or administration experience, ideally within qualified servicesHighly organised with strong attention to detailConfident prioritising, problem solving and working independentlyXPM, FYI, Xero, DocuSign and ATO experience highly regardedComfortable using AI and new technology to improve efficiency and client serviceReliable, proactive and committed to delivering quality client serviceWhat's in It for You?
Supportive, close-knit team that genuinely values life work balanceOngoing training and development opportunitiesVaried role with plenty of ownership and client interactionLong term opportunity within a well-established firm
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📌 Client Services Coordinator (Melbourne)
🏢 HR Staff n' Stuff
📍 Melbourne