Client Services Coordinator

5 days ago

Melbourne, Victoria, Australia Sharp & Carter Business Support Full time $60,000 - $90,000 per year

Our boutique financial advisory and accounting firm is seeking a professional and organised Client Services Coordinator to join the team. This role will see you working closely with senior stakeholders, coordinating workflow across teams, and ensuring the highest level of client service is maintained.

Key Responsibilities

  • Manage workflow across both the accounting and advisory teams, ensuring deadlines are met and team members remain engaged and productive.
  • Track client scheduling, monitor lodgment requirements, and manage ATO deadlines including applying for extensions when required.
  • Coordinate billable work, ensuring accuracy and timeliness in reporting.
  • Prepare and review proposals for client engagements.
  • Liaise confidently with senior stakeholders, both internally and externally.
  • Utilise XPM to manage tasks, deadlines, and reporting.
  • Assist with the preparation and lodgment of ATO submissions.
  • Provide general client service and administrative support as required.

About You

  • Previous experience in a similar role within an accounting or professional services firm is essential.
  • Strong knowledge of ATO lodgment processes and compliance requirements.
  • Proficiency in MS Office Suite and XPM (or similar practice management systems).
  • Highly organised, with the ability to manage multiple deadlines and competing priorities.
  • Confident communicator with strong stakeholder management skills.
  • Proactive, solutions-focused, and comfortable working in a fast-paced environment.

What's on Offer

  • A pivotal role in a boutique and collaborative professional services firm.
  • The chance to work closely with senior leadership and make a real impact.
  • Variety in your day - spanning workflow management, client services, and team support.
  • Supportive culture with exposure to both accounting and financial advisory services.
  • Be apart of a goal driven firm with professional development plans and investment in your career.
  • Stunning modern offices, firm wide social events, casual Fridays, barista quality coffee, team lunches.
  • Free parking 300m walk from office, paid parking right outside the front.

If this role sounds like the role for you please APPLY NOW

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