Client Services Coordinator
4 weeks ago
BlueRock is a rapidly expanding advisory firm that is certified as a B-Corp and a Great Place to Work. We pride ourselves on our inclusive and diverse workplace culture, centered on health, wellbeing, and fun.
About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our Accounting team. As a key member of our team, you will be responsible for managing diaries, coordinating corporate compliance, and assisting in business development activities.
Key Responsibilities- Support 3-4 Directors with their busy schedules, including diary management, travel plans, and client contact schedules
- Assist Directors and team members in business development activities
- Ensure the company complies with statutory and regulatory requirements, and maintains high standards of corporate governance
- Coordinate corporate compliance, including entity set ups, registrations, and maintenance of corporate records
- Prepare proposals and engagement letters for clients, and assist with client onboarding and offboarding processes
- Minimum 1 year of relevant work experience as a client services administrator in a business services accounting firm
- Familiarity with relevant software and tools, such as Microsoft Office Suite, Power Bi, HubSpot, and project management software
- Ability to work in a busy and dynamic environment while maintaining a high level of professionalism
- Competitive salary and benefits package
- Opportunities for growth and development, including mentoring and coaching from industry leaders
- Flexible working arrangements and a dynamic work environment
- Access to training and development programs to build your career skills
- A fun and inclusive workplace culture centered on health, wellbeing, and fun
If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
-
Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeCompany OverviewCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Our two leading brands, Creative Activation and Clemenger Field Marketing, provide unmatched sales enhancement for our clients through diverse retail strategies.Clemenger Field Marketing is dedicated to achieving exceptional outcomes by nurturing outstanding...
-
Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeAbout the CompanyCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Through our leading brands, Creative Activation and Clemenger Field Marketing, we deliver exceptional sales performance for our clients by leveraging diverse retail strategies.Clemenger Field Marketing is dedicated to achieving outstanding results by...
-
Client Services Coordinator
2 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values health, wellbeing, and fun in the workplace. We are a Certified B-Corp and a Great Place to Work 2024, committed to creating a positive impact for our community.About the RoleWe are seeking a Client Services Coordinator to join our Accounting team. As a dedicated point of contact and...
-
Client Services Coordinator
1 week ago
Melbourne, Victoria, Australia Engage Personnel Full timeClient Services Coordinator OpportunityWe are seeking a Client Services Coordinator to provide administrative support and client services to our Partners, Managers, and Accountants.The successful candidate will be a strong team player with excellent communication skills, a can-do attitude, and the ability to juggle competing priorities.Client correspondence...
-
Client Service Coordinator
4 days ago
Melbourne, Victoria, Australia BlueRock Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our Accounting team at BlueRock. As a key point of contact, you will be responsible for managing diaries, coordinating corporate compliance, and supporting business development activities.Key responsibilities include:Diary management for 3-4 Directors,...
-
Client Services Coordinator
12 hours ago
Melbourne, Victoria, Australia Equity Trustees Full timeJob Title: Client Services CoordinatorAbout the Role:Coordinate client-approved wealth strategies and investment recommendations.Provide exceptional administrative support to clients and financial advisors.Assist with maintaining accurate client data in XPLAN, collect third-party authority information, and prepare for client reviews.Manage the annual advice...
-
Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're proud to be a Certified B-Corp and a Great Place to Work 2024.About the RoleWe're seeking a highly organized and detail-oriented Client Services Coordinator to join our Accounting team. As a key point of...
-
Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Equity Trustees Full timeAbout the RoleWe are seeking a dedicated and detail-oriented Client Services Support professional to join our Private Client Advisers team.In this key role, you will help coordinate the implementation of client-approved wealth strategies and provide top-tier administrative support to ensure our clients receive exceptional service.Your contribution will...
-
Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're proud to be a Certified B-Corp and a Great Place to Work 2024.About the RoleWe're seeking a Client Services Coordinator to join our Accounting team. As a key point of contact, you'll support our clients...
-
Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're proud to be a Certified B-Corp and a Great Place to Work 2024.About the RoleWe're seeking a Client Services Coordinator to join our Accounting team. As a key point of contact, you'll support our clients...
-
Client Services Coordinator
2 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values health, wellbeing, and fun in the workplace. As a Certified B-Corp and Great Place to Work 2024, we strive to create an inclusive and diverse environment for our team members.We're committed to delivering advisory solutions and innovative tax accounting services to our clients. Our...
-
Client Services Coordinator
2 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're a certified B-Corp and a Great Place to Work 2024, committed to making a positive impact in our community.About the RoleWe're seeking a highly organized and detail-oriented Client Services Coordinator to...
-
Client Services Coordinator
3 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're proud to be a Certified B-Corp and a Great Place to Work 2024.About the RoleWe're seeking a Client Services Coordinator to join our Accounting team. As a key point of contact, you'll support our clients...
-
Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeCompany OverviewCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Through our prominent brands, Creative Activation and Clemenger Field Marketing, we provide unmatched sales enhancement for our partners via diverse retail strategies.Clemenger Field Marketing is dedicated to achieving exceptional outcomes by nurturing...
-
Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeCompany OverviewCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Through our leading brands, Creative Activation and Clemenger Field Marketing, we provide unmatched sales enhancement for our partners via diverse retail strategies.Clemenger Field Marketing is dedicated to achieving exceptional outcomes by nurturing...
-
Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia Engage Personnel Full timeAbout the RoleWe are seeking a highly skilled Client Services Administrator to join our team at Engage Personnel. As a key member of our accounting team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our business.Key ResponsibilitiesLiaise with clients, the ATO, and ASIC to ensure timely and...
-
Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia Engage Personnel Full timeAbout the RoleWe are seeking a highly skilled Client Services Administrator to join our team at Engage Personnel. As a key member of our accounting team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our business.Key ResponsibilitiesLiaise with clients, the ATO, and ASIC to ensure timely and...
-
Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia Engage Personnel Full timeAbout the RoleWe are seeking a highly skilled Client Services Administrator to join our team at Engage Personnel. As a key member of our accounting team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our business.Key ResponsibilitiesLiaise with clients, the ATO, and ASIC to ensure timely and...
-
Client Services Coordinator
3 weeks ago
Melbourne, Victoria, Australia Engage Personnel Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Services Administrator to join our dynamic team at Engage Personnel. As a key member of our accounting practice, you will play a vital role in supporting our clients and ensuring the smooth operation of our services.Key ResponsibilitiesLiaise with clients, the Australian Taxation...
-
Client Services Coordinator
3 days ago
Melbourne, Victoria, Australia Relationships Australia Victoria Full timeThe Client Services Coordinator plays a pivotal role in providing a welcoming first point of contact for clients and referrers at our Melbourne centre. Reporting to the Centre Manager, this position involves supervising the administrative team, including performance planning reviews and workplan development.The ideal candidate will have a certificate,...