Client Services Administrator

Rsm-; Australia; On-site; AUD 60,000 - 80,000; Full time

Job summary

RSM Australia is seeking a Client Services Administrator to join the Business Advisory division. You will be the central contact for clients, coordinating communications, documents, and onboarding/offboarding.

You will maintain client records, support advisors, assist with invoicing and billing, and help deliver accounting and advisory services with accuracy and professionalism. Excellent communication and organisational skills are essential.

Qualifications

• Experience in administration, client service, or professional services environment.
• Excellent verbal and written communication skills.
• Strong client relationship and stakeholder management abilities.
• Organisational and time management skills with attention to detail.

Responsibilities

• Serve as the primary administrative contact for clients with professional service experience.
• Coordinate client communications, document requests, signatures, lodgements, invoices, deadlines and compliance requirements.
• Maintain accurate client records across firm systems and ensure information is current.
• Prepare client deliverables including statements, tax returns, advisory reports and supporting documentation.
• Assist with onboarding new clients and offboarding departing clients for a seamless experience.
• Support engagement setup, billing processes, and progress reporting.

Skills

Verbal communication

Written communication

Client relationships

Stakeholder management

Organisational skills

Time management

Attention to detail

Prioritisation

Education

Year 12

Certificate IV in Business Administration

Tools

Microsoft Office

Outlook

Word

Excel

Teams

Job description

OUR VALUE PROPOSITIONAt RSM, our purpose is to instill confidence in a world of change for both our clients and our people.RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.Who we are:RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.About the role:The Client Services Administrator plays a critical role in delivering an exceptional client experience within the Business Advisory division. Acting as a key point of contact for clients, this role is responsible for managing client communications, coordinating administrative processes, maintaining accurate client records, and supporting the efficient delivery of accounting and advisory services.The successful candidate will be highly organised, proactive, and client-focused, with excellent communication skills and a genuine passion for building strong professional relationships. This role is ideal for someone who enjoys being the central connection between clients and advisors while ensuring all client interactions are handled professionally, accurately, and promptly.Key ResponsibilitiesClient Communication & Relationship ManagementServe 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.Client AdministrationMaintain 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.Financial AdministrationPrepare 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.Team & Operational SupportProvide administrative support to Partners, Directors, Managers, and Business Advisory teams.Working with our accounting team in completion and maintenance of capacity schedulesCoordinate 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.About you:Experience & AttributesEssentialPrevious experience in an 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.DesirableExperience within accounting, professional services, legal, or financial services.Experience with client onboarding and compliance processes.Familiarity with ASIC administration and company secretarial requirements.Experience with practice management and CRM systems..Education RequirementsEssentialCompletion of Year 12.DesirableCertificate IV in Business Administration, Business Services, or a related discipline.Further studies in administration, customer service, accounting, or business.Life at RSM:RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.How to apply:Please click on the “apply” button and complete our online application form.Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.