Client Services Administrator

BPT The Birdanco Practice Trust; Shire Of Katanning; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Health & wellness benefits

Lifestyle benefits

Job summary

RSM Australia is seeking a Client Services Administrator to join the Business Advisory division on a 12-month full-time fixed-term contract. You will manage client communications, coordinate administrative processes, and support the delivery of accounting and advisory services.

As the central connection between clients and advisors, you will handle onboarding and offboarding, maintain client records, and prepare engagement documents.

Qualifications

• Essential experience in administration, client service, or professional services.
• Excellent verbal and written communication skills.
• Strong client relationship and stakeholder management.

Responsibilities

• Provide reception and office support; manage inquiries via phone, email, and in person.
• Maintain accurate client records across firm systems.
• Prepare client deliverables and engage docs; manage signatures and approvals.
• Assist with onboarding and offboarding of clients; support ASIC/company secretarial tasks.

Skills

Administration experience

Communication skills

Client relationships

Organisational skills

MS Office

Attention to detail

Time management

Education

Year 12

Cert IV in Admin

Tools

CRM systems

Practice management software

Job description

OUR VALUE PROPOSITION At 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: This 12-month full-time fixed-term contract offers an exciting opportunity to join our Business Advisory division as a Client Services Administrator, playing 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 Responsibilities

Client Communication & Relationship Management

Provide reception and office support when required. Manage incoming client enquiries via phone, email, and in person, ensuring timely responses and escalation where required. 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.

Client Administration

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.

Team & Operational Support

Provide administrative support to Partners, Directors, Managers, and Business Advisory teams. Support marketing initiatives, client events, and networking activities.

About you

• Essential Previous 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.
• Desirable Experience 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 Requirements

• Essential Completion of Year 12.
• Desirable Certificate 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.

When you choose RSM, you're selecting more than just a job. You're becoming part of an esteemed accounting firm that has consistently been recognized for its excellence. Our unwavering commitment to client satisfaction has earned us the prestigious title of Best Accounting and Consulting Firm for five consecutive years. Be part of a team that continues to set the standard for excellence and connect you to an extensive network of national and global resources.