Client Services Coordinator
About the Company
Our client is a well-established Australian accounting and advisory firm providing bookkeeping, payroll, taxation, compliance, and business support services to a diverse portfolio of clients across Australia. The firm is recognized for its strong client relationships, operational efficiency, and collaborative work culture focused on delivering high-quality professional services.
Job Overview
The Client Services Coordinator is an administrative and client service-focused role responsible for supporting the firm's day-to-day operations through effective coordination of client communication, workflow administration, and document management.
This role acts as a key liaison between clients and internal teams, ensuring accurate information gathering, timely job coordination, and smooth operational processes across the business. The ideal candidate will be highly organized, detail-oriented, and capable of managing multiple administrative and client service tasks in a fast-paced professional environment.
Key Responsibilities
- Act as a central point of contact for client communication and administrative coordination
- Coordinate client onboarding and maintain accurate client records and documentation
- Manage workflow tracking and monitor job progress across internal teams
- Prepare engagement letters, compliance documentation, and administrative forms
- Follow up with clients regarding outstanding information, approvals, and documentation
- Support Senior Client Managers with administrative and coordination tasks
- Maintain organized digital filing systems and document management processes
- Assist with scheduling, task allocation, and workflow reporting
- Coordinate internal communications between bookkeeping, accounting, and client service teams
- Ensure timely completion and submission of required compliance and operational documents
- Assist in maintaining process consistency and improving administrative workflows
- Support general office administration and operational activities as required
- Liaise professionally with Australian clients and stakeholders via email and virtual communication channels
Requirements
- 3+ years of experience in administration, client coordination, or client service roles
- Previous experience within an accounting firm, professional services environment, or Australian business operations is highly preferred
- Strong organizational and multitasking skills
- Excellent verbal and written English communication skills
- Strong attention to detail and ability to manage deadlines effectively
- Experience handling client documentation and workflow coordination
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, SharePoint)
- Experience using practice management or workflow management systems is an advantage
- Ability to work independently while collaborating effectively with teams
- Professional, proactive, and customer-service-oriented attitude
What's on Offer
- Opportunity to work with a growing Australian accounting and advisory firm
- Exposure to Australian professional services operations and client management
- Supportive and collaborative work environment
- Career development opportunities within a professional services setting
- Competitive remuneration package based on experience
Interested candidates may send their CV to
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