Client Service Coordinator

1 week ago

Warners Bay, New South Wales, Australia Evolution Business & Personal Advisers Full time
Our team is special, and that's why we are looking for someone special. Ideally an experienced professional that fits the unique
_Evolution _model for our Warners Bay office.


_Evolution_ is intensely client-focused, and we take pride in what we do and make no excuses about putting "people" first.

We try to make work fun, light-hearted and conducive to producing high-quality work that our clients deserve and expect.

Our culture is rated well above the average professional services environment because we understand how valuable our team members are and try to recognise the individual and their individual needs.

We were delighted to win the Employer of Choice Award at the 2023 Lake Macquarie Business Choice Awards and named a Finalist in the 2023 Hunter Business Awards for Employer of Choice.


Your key responsibilities will include:

  • Effective and professional telephone operation as you will work as our primary receptionist.
  • Provide quality service, greeting our clients with a smile and taking the time to establish a relationship making the clients feel comfortable and welcome.
  • Ensuring the reception area and meeting rooms are presentable
  • Client Communication: Maintain regular communication with clients to address their needs and provide updates on their work.
  • Scheduling and Appointments: Schedule meetings and appointments for clients and accounting professionals, ensuring that deadlines are met.
  • Document Management: Preparing forms, correspondence and other documents accurately as required in a secure and efficient manner including the use of our cloudbased software.
  • Client Onboarding: Assist in the onboarding of new clients, ensuring all necessary paperwork and information are collected and processed.
  • Billing: Prepare and send invoices to clients when required, take payments and carry out banking as required.
  • Follow-Up: Monitor outstanding tasks and follow up with clients or internal teams to ensure timely completion of work and deadlines are met.
  • Troubleshooting: Address client issues or concerns promptly, coordinating with accountants, financial planners and team as needed. Proactively managing the little things that keep the office running smoothly.
  • Administrative Support: Provide administrative support to the accounting team and financial planning team as required, including organising meetings, handling correspondence.
  • Client Retention: Work to maintain and strengthen client relationships, addressing their needs and identifying opportunities.
  • Technology and Tools: Learn and utilise our cloud based software and tools including the practice management system CCH to streamline client service and reporting.
  • Team Collaboration: Collaborate with other team members to provide valuable support, including accountants, financial planners, tax professionals, and operational team members.
  • A quick learner who looks for ways to improve.

You will ideally have:

  • A happy and positive outlook;
  • Love working for the success of the entire team;
  • A high level of maturity and awareness;
  • A professional and friendly manner;
  • Clear, concise and confident verbal and written communication;
  • Strong client service skills;
  • Strong organisation and time management skills with attention to detail;
  • Must be a team player who can also work autonomously;
  • Good time management skills;
  • Ability to multitask and prioritise;
  • Willingness to learn, be proactive and have a cando attitude.


If you have an eye for detail and a desire to look after the little things that support the big things, we would love to meet you.


This position is
Monday to Friday within ordinary business hours 9:00am to 5:00pm and is available for an immediate start.

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