Client Services Administrator: Elevate Client Experience

RSM US LLP; Perth; On-site; AUD 65,000 - 90,000; Full time

Job summary

RSM Australia is seeking a Client Services Administrator for the Business Advisory division to manage client communications, documents, and records. The role interfaces between clients and advisory staff to ensure timely, accurate service delivery.

The ideal candidate is highly organized, proactive and client-focused with excellent communication. This on-site role supports accounting and advisory services and involves onboarding and ongoing client support.

Qualifications

• 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.

Responsibilities

• Serve as the primary administrative contact for clients and provide a professional, responsive, and high-quality service experience.
• Coordinate client communications regarding document requests, signatures, lodgements, invoices, deadlines, and compliance requirements.
• Maintain accurate client records across all firm systems.
• Prepare 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.

Skills

Communication skills

Client relationship

Organisational skills

MS Office

Time management

Education

Year 12 completion

Cert. IV in Admin

Tools

CRM systems

Practice management

Outlook

Excel

Teams

Job description

RSM Australia is seeking a Client Services Administrator for the Business Advisory division to manage client communications, documents, and records. The role interfaces between clients and advisory staff to ensure timely, accurate service delivery.

The ideal candidate is highly organized, proactive and client-focused with excellent communication. This on-site role supports accounting and advisory services and involves onboarding and ongoing client support.