Client Experience Coordinator

Rsm-; Shire Of Katanning; On-site; AUD 55,000 - 75,000; Full time

Job summary

RSM Australia is seeking a detail-focused Client Services Administrator for a 12-month full-time fixed-term contract in our Business Advisory division. You will serve as the main point of contact for clients, coordinate communications, and support the delivery of accounting and advisory services.

You will maintain client records, help with onboarding/offboarding, prepare correspondence and engagement documents, and assist with ASIC administration and records management.

Qualifications

• Previous experience in administration, client service, or professional services environment.
• Exceptional verbal and written communication skills.
• Strong client relationship and stakeholder management skills.
• Excellent organisational and time management abilities.
• High attention to detail and accuracy.
• Ability to manage competing priorities and deadlines.
• Strong Microsoft Office skills, particularly Outlook, Word, Excel, and Teams.

Responsibilities

• Provide reception and office support as required.
• Manage client enquiries via phone, email, and in person with timely responses and escalation when needed.
• Prepare client correspondence, engagement documents, proposals, and service agreements.
• Coordinate client communications regarding documents, signatures, lodgements, invoices, deadlines, and compliance.
• Assist with onboarding new clients and offboarding departing clients for a seamless experience.
• Maintain accurate client records across firm systems and ensure current compliance documentation.
• Prepare and collate client deliverables including financial statements, tax returns, advisory reports, and supporting documents.
• Coordinate document execution processes including electronic signatures and approvals.
• Support ASIC and company secretarial administration activities.
• Assist with archiving and records management.

Skills

Communication

Time management

Organisational skills

Attention to detail

MS Office

Education

Year 12

Certificate IV in Business Administration

Tools

CRM systems

Job description

RSM Australia is seeking a detail-focused Client Services Administrator for a 12-month full-time fixed-term contract in our Business Advisory division. You will serve as the main point of contact for clients, coordinate communications, and support the delivery of accounting and advisory services.

You will maintain client records, help with onboarding/offboarding, prepare correspondence and engagement documents, and assist with ASIC administration and records management.