Client Services Coordinator
Job Description
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For approximately the first 12 months, this role will primarily provide parental leave coverage within our Client Services team, with a focus on SMSF support, client onboarding, ASIC and corporate compliance, and entity establishments. Following this period, the position will continue on a permanent basis, with responsibilities and client allocation transitioning in line with the needs of the broader Client Services team.
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Why you'll want to join us
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Permanent full-time position with long-term opportunity
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Work with an established portfolio of SMEs, family groups and high-net-worth clients
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Competitive remuneration package
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A culture that supports work/life balance
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A modern accounting practice with streamlined systems and strong operational support
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About the role
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As a Client Services Coordinator, you will be responsible for keeping jobs moving, maintaining accurate records, coordinating with clients and external parties, and delivering a professional client experience from initial engagement through to ongoing service.
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During the initial parental leave coverage period, your responsibilities will include:
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Manage SMSF job flow from work-in through to lodgement
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Follow up clients for outstanding records, approvals and signed documents
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Create and post fees, issue invoices, respond to billing queries, and maintain accurate job notes, statuses and records
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Manage end-to-end onboarding for new clients, from initial engagement through to handover to the ongoing client team
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Set up clients and entities across internal and external systems, ensuring records are complete and accurate
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Prepare and lodge ABN, TFN, GST and PAYG withholding registrations
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Monitor ASIC deadlines and communicate with clients regarding outstanding information, signatures and compliance matters
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Provide backup reception and telephone support, along with other ad hoc administrative and client service support as required
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Following the parental leave period, the role will transition into an ongoing Client Services Coordinator position, with duties and client allocation adjusted to support the broader needs of the firm.
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What You'll Bring
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Previous experience in a Client Services Coordinator or similar client services administration role within an accounting or professional services firm
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Experience supporting SMSF administration and compliance workflows, including working with BGL and auditors
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Practical experience with ASIC and corporate compliance, entity establishments and business registrations
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A solid understanding of accounting-firm workflows and statutory deadlines
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Strong organisation, attention to detail and the ability to manage competing priorities through to completion
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Confident, professional communication skills and a proactive approach to following up clients and keeping work moving
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Familiarity with FYI, CAS 360, MYOB Practice Management, LightYear or ATO Online services will be highly regarded
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