Client Experience & Admin Specialist

RSM US LLP; Shire Of Katanning; On-site; AUD 60,000 - 76,000; Full time

Benefits offered by this job

Health benefits

Wellness benefits

Lifestyle benefits

Job summary

RSM Australia is seeking a Client Services Administrator within the Business Advisory division to manage client communications, coordinate administrative processes, and maintain accurate client records. You will support the delivery of accounting and advisory services with strong organisation and a client-centric approach.

The successful candidate will be highly proactive, with excellent communication skills and the ability to build strong professional relationships between clients and advisors.

Qualifications

• Previous experience in administration or professional services
• Exceptional verbal and written communication skills
• Strong client relationship and stakeholder management
• Excellent organisational and time management abilities
• MS Office skills, particularly Outlook, Word, Excel, and Teams
• Experience with client onboarding and compliance processes

Responsibilities

• Provide reception and office support when required
• Manage incoming client enquiries via phone, email, and in person, ensuring timely responses
• Prepare client correspondence, engagement documentation, proposals, and service agreements
• Coordinate client communications regarding document requests, signatures, lodgements, invoices, deadlines, and compliance requirements
• Assist with onboarding new clients and offboarding departing clients, ensuring a seamless experience
• Maintain accurate client records across firm systems
• Prepare and collate client deliverables including financial statements, tax returns, and advisory reports
• Coordinate document execution processes including electronic signatures and client approvals
• Assist with ASIC and company secretarial administration activities
• Support archiving and records management processes
• Provide administrative support to Partners, Directors, Managers, and Business Advisory teams
• Support marketing initiatives, client events, and networking activities

Skills

Communication

Client relationships

Organisational skills

Time management

MS Office

Team player

Education

Year 12 completed

Certificate IV in Business Administration

Tools

CRM systems

Job description

RSM Australia is seeking a Client Services Administrator within the Business Advisory division to manage client communications, coordinate administrative processes, and maintain accurate client records. You will support the delivery of accounting and advisory services with strong organisation and a client-centric approach.

The successful candidate will be highly proactive, with excellent communication skills and the ability to build strong professional relationships between clients and advisors.