Client Services Support
Core
Operational hub connecting clients, accountants, and support teams to coordinate engagements from onboarding to completion.
Role type
Client Services Support (Administrative/Coordination)
Builds
Client engagement workflows, documentation, and billing processes
Domain
Accounting and Financial Services
Required skills
Client onboarding coordination, engagement letter preparation, document workflow management, ATO/ASIC administration, invoice preparation, practice management system usage, corporate secretarial documentation, timesheet monitoring, client correspondence support
Preferred skills
Xero Practice Manager (XPM), FYI Docs, FeeSynergy, Content Snare, FuseSign, ATOmate
Responsibilities
Coordinating new client onboarding, preparing engagement letters and documentation, managing electronic document workflows, liaising with clients for information requests, supporting managers and accountants, managing ATO and ASIC administration, preparing invoices, creating client records, preparing corporate secretarial documentation, monitoring workflow and timesheets, supporting client correspondence and reports
Seniority
Mid-level, hands-on IC