Client Experience & Onboarding Specialist

RSM Australia; Western Australia; On-site; AUD 45,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Wellness programs

Lifestyle benefits

Job summary

RSM Australia is seeking a Client Services Administrator within its Business Advisory division. The role centers on delivering exceptional client experiences, coordinating communications, maintaining client records, and supporting accounting and advisory services.

The successful candidate will be highly organised, proactive, and client-focused, with excellent communication skills and a passion for building relationships between clients and advisors.

Qualifications

• Previous experience in an administration, client service, customer service, or professional services environment.
• Excellent 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.
• Experience with client onboarding and compliance processes.

Responsibilities

• Serve as the primary administrative contact for clients and provide a professional, responsive, and high-quality service experience.
• Manage incoming client enquiries via phone, email, and in person, ensuring timely responses and escalation where required.
• Coordinate client communications regarding document requests, signatures, lodgements, invoices, deadlines, and compliance requirements.
• Build and maintain strong relationships with clients through regular communication and proactive follow-up.
• Prepare client correspondence, engagement documentation, proposals, and service agreements.
• Support advisors and partners in maintaining exceptional client service standards across the division.
• Coordinate client meetings, appointments, and review sessions, including preparation of meeting packs and follow-up actions.
• Assist with onboarding new clients and offboarding departing clients, ensuring a seamless experience.

Skills

Verbal communication

Written communication

Client relationship management

MS Office

Education

Year 12 completion

Certificate IV in Business Administration/Business Services

Tools

CRM systems

Practice management software

Microsoft Teams

Job description

RSM Australia is seeking a Client Services Administrator within its Business Advisory division. The role centers on delivering exceptional client experiences, coordinating communications, maintaining client records, and supporting accounting and advisory services.

The successful candidate will be highly organised, proactive, and client-focused, with excellent communication skills and a passion for building relationships between clients and advisors.