At a Glance
- Tasks: Support client onboarding and deliver exceptional service while managing workflows.
- Company: Established firm with over 30 years of experience in accounting and business advice.
- Benefits: Flexible work environment, ongoing training, and a supportive team culture.
- Other info: Opportunity for long-term growth in a dynamic and supportive workplace.
- Why this job: Join a close-knit team and make a real impact on clients' success.
- Qualifications: Experience in client services or administration, with strong organisational skills.
The predicted salary is between 41850 - 51150 $ per year.
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, Docu Sign and ATO experience highly regarded
- Comfortable using AI and new 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
- #J-18808-Ljbffr
Client Services Coordinator in Melbourne employer: HR Staff n' Stuff
As a well-established manufacturer in the engineering and industrial manufacturing sector, we pride ourselves on our strong values and commitment to operational excellence. Our supportive team environment fosters collaboration and innovation, providing you with the opportunity to make a genuine impact on production planning while enjoying competitive remuneration and long-term job security. Join us to be part of a forward-looking company that values employee growth and invests in new opportunities for success.
