Client Services Coordinator
Core
Primary administrative contact for clients in the Business Advisory division, managing communications, records, and supporting the delivery of accounting and advisory services.
Role type
Client Services Coordinator
Builds
Client service experience and administrative workflows for Business Advisory teams
Domain
Professional services / Accounting / Business Advisory
Deliverable
client delivery
Required skills
Client relationship management, administrative coordination, financial administration, document preparation, stakeholder management, time management, Microsoft Office proficiency
Preferred skills
Accounting or financial services experience, client onboarding knowledge, ASIC administration familiarity, CRM system experience
Responsibilities
Manage incoming client enquiries and coordinate communications, maintain accurate client records and files, prepare client deliverables and engagement documentation, process invoices and monitor work-in-progress, support advisors with meeting logistics and onboarding/offboarding, assist with ASIC and company secretarial administration
Seniority
Mid-level, hands-on IC