Client Services Coordinator

1 week ago


Melbourne, Victoria, Australia BlueRock Full time

Certified B-Corp & Great Place to Work 2024
Embrace an inclusive and diverse workplace culture, centered on health, wellbeing, and fun. Grow your career in a rapidly expanding advisory firm.

A wise person once said, "Engage in activities with individuals you value, and positive outcomes will follow," and at BlueRock, we are a team on the rise who are passionate about our work. We hold B-Corp certification and are recognized as a Great Place to Work - we take the responsibility of enjoyment seriously.

We are also deeply committed to your professional advancement and we have the evidence to back it up. Check out the results from our 2023 Engagement Survey.

  • 92% of BlueRockers feel they have room to grow in their careers.
  • 85% of BlueRockers believe in our dedication to social responsibility.
  • 84% of BlueRockers feel supported by their supervisor in embracing flexible work practices.

We offer competitive salaries, but that's just the beginning; we provide complimentary lunches, foster an incredibly inclusive culture, and offer a plethora of other benefits including engaging contests, yearly BlueRock retreats, and a multitude of social events.

By joining us, you will have a positive impact on our community and contribute to our very own Be BlueRock Foundation through pro bono work and volunteer opportunities.

About the Role

As a Client Service Coordinator, you will act as a dedicated point of contact and support for our clients and Accounting Directors. Your responsibilities include managing schedules, aiding in business growth, and assisting the Practice Manager with various projects. You play a critical role in maintaining client relationships, addressing inquiries, and handling administrative duties.

About the Accounting Team

BlueRock Accounting is our original and largest team at BlueRock. We are at the core of a vibrant entrepreneurial community, collaborating closely with business owners to provide advisory solutions and innovative tax accounting.

We are enthusiastic about innovation and automation to allow you to focus on solving challenges for our fantastic clients instead of manipulating numbers on a spreadsheet.

What You'll Be Doing
  • Supporting 3-4 Directors with their hectic schedules, which includes managing calendars, organizing travel arrangements, and scheduling client interactions.
  • Aiding Directors and team members in business development initiatives.
  • Preparing proposals and engagement letters for clients and engaging with our remarkable clients.
  • Managing client onboarding, including CRM management, Corporate Compliance, and handling new client leads.
  • Collaborating with colleagues from both the administration and accounting teams to ensure a seamless client experience.

Requirements

We are seeking individuals who have:

  • At least 2 years of relevant work experience.
  • Familiarity with relevant software and tools, such as Microsoft Office Suite, Power Bi, HubSpot, and project management software.
  • Experience in a public accounting firm is highly valued.

Benefits

Our team members adore working with us, and here's why:

  • Officially B-Corp Certified, a Certified Great Place to Work for 2024, and winner of the 2023 Best Workplaces distinction.
  • Competitive salary, complimentary weekly lunches, fantastic social gatherings (including a social club with activities from winery tours to museum visits), flexible work arrangements, and a remarkable headquarters in the CBD.
  • Receive guidance and mentorship from industry experts, along with numerous opportunities for growth and advancement.
  • Access to learning and development programs, both internal and external, to enhance your career skills.
  • An inclusive and diverse workplace culture focused on health, wellness, and enjoyment.
  • The option to sacrifice salary for BlueRock shares.
  • Gym membership after a year of tenure and a mobile phone stipend after 6 months.
  • We observe BlueRock public holidays to give our staff the day off, on us.

For more incredible perks of being part of BlueRock and the employee benefits we offer, visit our careers page.

How to Apply

If this opportunity resonates with you, please click on the "Apply" button and follow the provided instructions. If you believe you possess the necessary qualities, even if you don't meet every single requirement in the job description – go ahead and apply. We're interested in exploring if you could be a great fit, and we're excited to meet you.

For any inquiries about this role or if you need accommodations during the application process, please contact us directly.

Only candidates with the legal right to work in Australia will be considered for this position.

Please note that BlueRock and its affiliates do not entertain unsolicited communication or resumes from Recruitment Agencies.

Even in 2024, it's worth emphasizing that BlueRock is committed to providing equal employment opportunities irrespective of various factors such as age, citizenship, disability, gender, marital status, nationality, race, sexual orientation, or veteran status.



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