Client Services Administrator

Client Services Administrator

• Technologically Progressive Accounting/Tax/FP Firm, in Melbourne & Brisbane
• Currently located in South Melbourne, Melbourne
• Strong Team Culture, Unique & Awesome Perks
• Attractive $ remuneration to match skills and experience
• Upskilling, Training & Professional Development

4orward is a dynamic, progressive, technology-driven professional services firm providing accounting, SMSF, financial planning and commercial consulting services. We're not your traditional financial firm — we're innovative, agile, tech-savvy, and always evolving to deliver smarter, more efficient solutions for our clients.

The Team

At 4orward you'll work alongside senior leaders who are experts in their fields and passionate about sharing their knowledge. Technology is at the heart of what we do — from developing to applying innovative IT solutions that drive real impact for our clients.

Our senior team members are hands-on mentors, supporting the growth and development of junior and intermediate staff through collaboration and knowledge sharing. We're a supportive, close-knit team that values curiosity, adaptability and a genuine willingness to learn and grow.

If you're someone who thrives in a dynamic, forward-thinking environment, you'll fit right in.

The Culture & Perks

4orward employees enjoy onsite private gym, infrared sauna, games room, monthly onsite haircuts, access to the Brisbane office, team building events, Friday night drinks, fortnightly lunches, office fruit & snacks.

We recognise and celebrate our team quarterly, hosting an offsite event as a token of our appreciation for your dedication and commitment.

Located off Montague Street South Melbourne, public transport and freeway links are easily accessible.

The Role

The Accounting & Taxation Services division is currently enjoying a period of sustained growth, and we are looking for a highly motivated Client Services Administrator with strong customer service skills

As a Client Services Administrator you will:

• Support our Accounting and Financial Planning Professionals
• Support and work within the Operations Team
• Provide excellent customer service to our clients
• Manage assigned jobs and client relationships effectively
• Liaise with other third parties on clients' behalf as/where needed
• Work efficiently to achieve targets
• Assist on projects and ad hoc duties as requested by the Directors or Managers
• Be motivated, client focused, with strong communication skills and a willingness to learn
• Thrive on achieving personal goals as well as contributing to the team goals

Main responsibilities include:

• Liaising with clients via email and telephone
• Liaison with the ATO and other such regulatory bodies
• Booking face to face & phone meetings with clients
• Answering incoming calls
• Maintenance of client database and client files
• Correspondence and administration
• Administration of internal systems
• Assistance with development of practice systems and processes
• General administrative support to practice partners and professional staff

The Candidate

The ideal candidate needs to be self-motivated; client focused and able to work well in a team environment.

• Excellent customer service skills
• Confident communicator by telephone
• Proficient in Microsoft Office 365
• Meticulous eye for detail
• Enthusiasm, energy, and professional presentation
• Highly organised and structured, with the ability to multitask
• Previous experience in customer service and/or a professional services environment - ideally private practice
• Strong English language skills (written and verbal)
• Resilient, agreeable, hard-working, and willing to go above and beyond.
• Commercial and business minded.
• Ability to learn new technology, processes & systems quickly.
• Enjoys working in a progressive and changing professional environment.
• PR or Australian Citizenship

If you flourish in a fast-paced, stimulating working environment - apply now by attaching your application letter & CV.

Only short-listed candidates who meet the selection criteria will be contacted for an initial phone interview.