Client Services Coordinator: LPR2017
Core
Coordinate workflow priorities, client administration, and compliance deadlines to support Directors and Managers in delivering client outcomes.
Role type
Client Services Coordinator
Builds
Client service delivery and operational efficiency
Domain
Professional services (accounting/finance)
Deliverable
dashboards & analysis
Required skills
Workflow coordination, Client service, Deadline management, Written communication, Verbal communication, Attention to detail, Problem-solving, Microsoft Office, Business systems navigation
Preferred skills
Public practice accounting experience, Regulated environment experience, Stakeholder management
Responsibilities
Monitor outstanding client work and documentation, Identify and escalate workflow delays, Support achievement of lodgement and compliance deadlines, Maintain workflow data and client records, Coordinate client onboarding and offboarding, Ensure timely resolution of client enquiries
Seniority
Mid-level, hands-on IC