Client Services Manager

1 week ago

Gold Coast, Australia Purple Patch Consulting Full time

Flexible Working
- Immediate Start
- Promotion Prospects

Our client is a boutique accounting firm providing comprehensive small to mid-tier accounting services and consulting. They are a professional new-age accounting firm with a collaborative team environment. An aspect that defines them are that they facilitate employee growth and development and provides opportunities for team members at all levels to interface directly with clients.

**The role**:
The Client Services Representative is the first point of contact for our organisation. The primary function of the role is to greet visitors and deliver exceptional client service. The role entails to co-ordinate all front house activities, including assisting the clients by being pro-active in meeting their requests and using initiative to follow up on their behalf.

The role is broad and hands-on with the opportunity to make it your own.

**Responsibilities & Duties**:

- First point of contact for our clients
- Answering, assisting and redirecting phone calls and taking messages promptly
- Fostering client relationships with the support of our team
- Diary management
- Setting up of new clients & maintenance of databases
- Processing ATO correspondence including, Notice of Assessments and lodgment of tax returns
- Provide client support services in an accurate and timely fashion
- Assisting with ATO Payment Plans
- Managing secured signing through Adobe Sign
- Monitoring of ASIC deadlines
- General administration duties, including collating, scanning, printing and filing
- Client Onboarding & Offboarding
- Sorting and distributing incoming mail
- Completing Fee From Refund
- Processing client payments
- Managing the firm’s electronic marketing through our KnowledgeShop membership
- Assisting with implementation of practice platforms and databases integration
- Providing administrative support to the accountants
- Maintaining policies and procedures
- Ordering office stationery and kitchen supplies
- Attending educational trainings and workshops for professional growth
- Genuine interest in developing career and longevity with the firm
- Other general administration duties as required

**About you**:

- At least three years’ experience in a client service role
- Tech savvy and able to adapt to new systems
- Be motivated by exceeding client expectation through effective administration, process

development and management
- Ability to handle multiple deadlines and prioritise appropriately
- Strong verbal and written communication skills
- Enthusiasm, a positive outlook and willingness to work as part of a team
- Ability to learn quickly
- Excellent attention to detail
- Familiarity with ATO portal and general ATO correspondence
- Ability to work independently as well as part of a team
- Possess efficient task and time management skills
- Ability to treat confidential information with appropriate discretion
- Proficient in Microsoft Suite
- Knowledge with Xero Practice Manager (XPM) and Xero

Please click on
**APPLY NOW **to be considered

  • Operations and Client Services Manager

    2 weeks ago

    Gold Coast, Australia Linked Support Services Queensland Full time

    **What We’re Looking For**: **Key Responsibilities**: - Manage client induction documents and maintain accurate, up-to-date client records. - Coordinate scheduling for support workers and facilitate effective communication between staff and clients. - Handle financial reconciliations, ensuring accuracy and timely processing. - Assist with marketing and...

  • Client Service Manager

    5 days ago

    Gold Coast, Queensland, Australia Innovative Financial Solutions (QLD) PL Full time $90,000 - $120,000 per year

    Position Description: Client Services ManagerFinancial Planning Practice – Gold Coast, QueenslandPosition OverviewThe Client Services Manager is a pivotal role within our dynamic financial planning practice based on the Gold Coast. This role is responsible for the efficient and professional management of client service operations, working closely with...

  • Client Services Manager

    1 week ago

    Gold Coast, Queensland, Australia Sirius. Full time $60,000 - $90,000 per year

    Client Services ManagerOur client, a well-established and rapidly growing business with over 30 years' experience delivering high-quality client-focused solutions, is looking to expand their team. They are seeking a Client Services Manager to join their team based in the Gold Coast CBD.This is a fantastic opportunity for someone who thrives in a hands-on,...

  • Client Services Manager

    2 weeks ago

    Gold Coast, Queensland, Australia Private Advertiser Full time $90,000 - $120,000 per year

    Client Services Manager We are a well established financial planning business dedicated to delivering quality advice and exceptional service to our clients. We pride ourselves on professionalism, teamwork, and building strong, supportive relationships with both our clients and internal teams. The RoleAs our Client Services Manager, you'll take ownership of...

  • Case Manager x 2 positions

    2 weeks ago

    Gold Coast, Queensland, Australia Client centred home care Full time $60,000 - $80,000 per year

    2 new Case Manager positions - Full TimeYes You may have seen our positions advertised, its not due to staff turnover, but due to business growthWe are a rapidly growing organisation that is doing extraordinary things for those living with a disability. We have a wonderful team, who works hard, and you are rewarded and appreciated for your efforts.We do...

  • Clinical Nurse Manager

    1 week ago

    Gold Coast, Queensland, Australia Client centred home care Full time $80,000 - $120,000 per year

    We are a rapidly growing organisation that is doing extraordinary things for those living with a disability.We are seeking a passionate and?This role is pivotal in ensuring high-quality, client-centred care while providing strong clinical leadership, advanced wound care expertise, and operational oversight.About the RoleAs the Clinical Nurse Manager, you...

  • Client Ticketing Services Manager

    7 days ago

    Gold Coast, Queensland, Australia Ticketek Entertainment Group Full time $60,000 - $90,000 per year

    About Ticketek Entertainment GroupTicketek Entertainment Group is a global fan experience company that tickets, promotes and delivers live experiences that are impossible to forget.  In a distracted world where nothing beats real human moments, We make life better liveOur Group includes; our Fan Experience Platform (Ticketek) that sells tickets and provides...

  • Client Ticketing Services Manager

    7 days ago

    Gold Coast, Queensland, Australia Ticketek Entertainment Group Full time $60,000 - $90,000 per year

    About Ticketek Entertainment GroupTicketek Entertainment Group is a global fan experience company that tickets, promotes and delivers live experiences that are impossible to forget.  In a distracted world where nothing beats real human moments, We make life better liveOur Group includes; our Fan Experience Platform (Ticketek) that sells tickets and provides...

  • Client Services Officer

    2 weeks ago

    Gold Coast, Australia Chandler Macleod Full time

    This is an exciting opportunity for a strong Client Services Officer to join the team. Our client are a strong technology platform who are well-recognised across the financial services space. They have experienced strong continual growth and success, and have strategically channeled their commitment to delivering exceptional solutions to the industry. In...

  • Client Services Officer

    2 weeks ago

    Gold Coast, Australia Findex Full time

    Join our collaborative SMSF team in the Gold Coast as a Client Services Officer! We're seeking a motivated, flexible, and positive individual who takes initiative. Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Join our collaborative SMSF team in the Gold Coast as a Client...