Client Relations & Admin Coordinator

RSM Australia; Western Australia; On-site; AUD 65,000 - 75,000; Full time

Job summary

RSM Australia is seeking an experienced Client Services Coordinator to play a pivotal role within our Business Advisory division. The role focuses on delivering an exceptional client experience, managing communications, coordinating administrative processes, 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 strong professional relationships.

Qualifications

• 3+ years experience in administration, client service, customer 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.
• Ability to work independently and collaboratively within a team environment.

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.
• Maintain accurate client records across all firm systems.
• Ensure client information, contact details, and compliance documentation remain current and complete.
• Manage electronic and physical client files in accordance with firm policies.
• Prepare and collate client deliverables including financial statements, tax returns, advisory reports, and supporting documentation.
• Coordinate document execution processes including electronic signatures and client approvals.
• Assist with ASIC and company secretarial administration activities.
• Support archiving and records management processes.
• Prepare and process invoices in a timely manner.
• Monitor work-in-progress and assist with billing administration.
• Follow up outstanding debtors and support collection activities in a professional manner.
• Assist with engagement setup and maintenance within practice management systems.
• Support monthly reporting requirements and administrative workflows.
• Provide administrative support to Partners, Directors, Managers, and Business Advisory teams.
• Work with accounting team on capacity schedules.
• Coordinate travel bookings, meeting logistics, and event administration as required.
• Assist with proposal preparation, tenders, and business development activities.
• Support marketing initiatives, client events, and networking activities.
• Contribute to continuous improvement initiatives and administrative process enhancements.
• Provide reception and office support when required.

Skills

Communication

Client relationship management

Organisational skills

Attention to detail

Time management

MS Office

Teamwork & independence

Education

Year 12 completion

Certificate IV in Business Administration

Tools

CRM systems

Outlook

Job description

RSM Australia is seeking an experienced Client Services Coordinator to play a pivotal role within our Business Advisory division. The role focuses on delivering an exceptional client experience, managing communications, coordinating administrative processes, 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 strong professional relationships.