Client Services Administrator

4 weeks ago


Adelaide, South Australia Davies Stewart Consulting Pty Ltd Full time

Client Services Administrator
Adelaide City Fringe/Adelaide North

Davies Stewart have partnered with a well-established and client-focused professional services firm that is redefining the client experience through personalised service and a warm, welcoming environment.

This organisation prides itself on building long-term relationships and delivering consistent, high-quality support. It's a great time to join a team where excellence, care, and innovation come together to make a genuine impact.

Bring your client service and admin skills to a modern and fast-paced accounting firm.

This is a fantastic opportunity to join a progressive and supportive firm where your client relationship and administration skills will be valued. As Client Services Administrator, you'll play a key role in ensuring a smooth experience for clients by coordinating the information flow between clients and the production team, managing workflow tasks, and supporting the business with a range of administrative duties.

If you're highly organised, proactive, and thrive in a collaborative environment, this could be the perfect role for you.

Position Benefits

  • Permanent full-time position

  • Supportive and inclusive team environment

  • Varied and dynamic workload

  • Opportunity to be part of a growing and innovative firm

Key Tasks and Responsibilities

Client Services

  • Act as the first point of contact for clients

  • Maintain client information in workflow systems

  • Manage administration tasks related to tax returns and ATO correspondence

  • Handle ABN and ASIC administration

  • Conduct debtor follow-up activities

  • Collate and prepare financial and other reports for client distribution

Workflow Coordination

  • Facilitate work delivery to the production team in line with the production plan

  • Review and check source documents; liaise with clients for missing information

  • Prepare and hand over documents to the Fulfilment team

  • Complete end-of-job processes and prepare invoicing

Support Services

  • Work collaboratively with the Support Services team and provide assistance across the business as required

Skills & Experience

Essential

  • Knowledge of professional office environments and workflow systems

  • Familiarity with ATO and ASIC processes

  • Strong organisational and time management skills

  • Ability to work to deadlines in a fast-paced setting

  • Confident and professional communication style

  • Competent in Microsoft Office and cloud-based applications

Desirable

  • Experience using accounting and workflow management programs

  • Creative and practical problem-solving skills

  • Ability to show initiative and support continuous improvement

  • High emotional intelligence and a team-focused mindset

  • Confidence in developing strong relationships with clients and internal teams

Apply Now

To register your interest, please forward your current resume and cover letter via the application link.

Your confidential application will be acknowledged by email and shortlisted applicants will be contacted by phone from the Davies Stewart team.

For a confidential conversation please contact our office |

To stay up to date with this role and other positions available through Davies Stewart, please visit our website and social platforms or contact our friendly team.

P |
E |

Follow Us
LinkedIn: daviesstewart
Facebook: DaviesStewartRecruitment
Instagram: DaviesStewartRecruitment

#J-18808-Ljbffr

  • Adelaide, South Australia The Hroom Full time

    Do you have a keen eye for detail and enjoy administration? Have you ever considered a role as a Client Service Administrator within the Financial Planning arena, or are you already an experienced CSA looking for your next challenge?We are looking for an individual who is keen to learn and enjoys providing excellent client service and efficient...


  • Adelaide, South Australia Vove Financial Full time

    OverviewWe are seeking a dedicated and detail-oriented Client Service Administrator to support our advisers and deliver outstanding client service.Key ResponsibilitiesHandling client calls and emails professionally and promptlyCommunicating proactively with clients regarding advice implementation and service requestsCommunication with product providers on...


  • Adelaide, South Australia Vove Financial Full time

    OverviewWe are seeking a dedicated and detail-oriented Client Service Administrator to support our advisers and deliver outstanding client service.Key ResponsibilitiesHandling client calls and emails professionally and promptlyCommunicating proactively with clients regarding advice implementation and service requestsCommunication with product providers on...


  • Adelaide, South Australia SMSF Operations Pty Ltd Full time

    OverviewAdd expected salary to your profile for insightsAs one of the largest players in the Self Managed Superannuation Fund (SMSF) administration market, SuperConcepts is an industry leader with over 40 years' experience providing award-winning SMSF and investment administration and technology solutions to thousands of trustees, investors and...


  • Adelaide, South Australia SMSF Operations Pty Ltd Full time

    OverviewAdd expected salary to your profile for insightsAs one of the largest players in the Self Managed Superannuation Fund (SMSF) administration market, SuperConcepts is an industry leader with over 40 years' experience providing award-winning SMSF and investment administration and technology solutions to thousands of trustees, investors and...


  • Adelaide, South Australia beBeeClient Full time $90,000 - $120,000

    Job DescriptionThis role plays a crucial part in delivering outstanding customer service to clients. As the primary point of contact, you will be responsible for maintaining strong governance and compliance practices.Key responsibilities include responding to client queries in a timely manner, overseeing the end-to-end SMSF administration process, and...


  • Adelaide, South Australia SMSF Operations Pty Ltd Full time $104,000 - $130,878 per year

    Who are we?As one of the largest players in the Self Managed Superannuation Fund (SMSF) administration market, SuperConcepts is an industry leader with over 40 years' experience providing award-winning SMSF and investment administration and technology solutions to thousands of trustees, investors and professionals.The opportunity:We are currently looking for...


  • Adelaide, South Australia beBeeCustomer Full time $55,000 - $62,000

    About Our Client Services ManagerWe are looking for a highly skilled individual to join our team as a Client Services Manager. This role involves providing exceptional customer service, connecting with clients by phone, and processing invoices and reimbursements in line with our high standards.The successful candidate will have previous experience in...


  • Adelaide, South Australia beBeeHearing Full time $60,000 - $85,000

    Client Service SpecialistWe are a leading provider of innovative hearing care solutions. As a team, we help people enjoy the delight of hearing.Welcome clients and manage their experience for optimal outcomesSchedule and confirm appointments for our clientsProvide administrative support to our clinical professionalsEfficiently manage day-to-day...


  • Adelaide, South Australia Minchinmoore Full time

    Position: Client Service Officer (Sydney)The Client Service Officer's main role is to assist with implementation of advice for Minchin Moore clients. Specifically, the primary responsibilities include:Client ServiceComplete the necessary paperwork to implement the recommendations detailed in the Statement of Advice (SoAs). This may include preparation of...