Client Services & Appointment Coordinator - Accounting

St Trinity Property Group; Sydney; On-site; AUD 52,000 - 75,000; Full time

Job summary

Keyton Group in North Sydney is seeking a Customer Service Administrator to ensure efficient service delivery within our accountancy firm. The role handles client queries promptly and professionally, supporting daily operations and records management.

You will manage inquiries, maintain client records, prepare documentation, schedule meetings, and assist with general admin tasks, all while upholding high service standards.

Qualifications

• Associate degree or equivalent qualification in business administration or related field.
• Proven experience in a customer service or administrative role, preferably within the accountancy sector.
• Strong communication skills, both verbal and written, with a focus on client interaction.
• Excellent organisational skills and attention to detail.
• Proficiency in Microsoft Office Suite and experience with CRM software.
• Ability to work effectively in a team environment and manage multiple tasks simultaneously.
• A proactive approach to problem-solving and a commitment to delivering high-quality service.

Responsibilities

• Manage incoming client inquiries via phone, email, and in-person, providing accurate information and assistance.
• Maintain and update client records in the database, ensuring all information is current and accurate.
• Assist in the preparation of client documentation and reports as required by the accountancy team.
• Coordinate appointments and meetings for the accountancy staff, ensuring effective time management.
• Support the team in administrative tasks, including filing, data entry, and correspondence.
• Handle client complaints and feedback, escalating issues to management when necessary.
• Contribute to the continuous improvement of customer service processes and procedures.

Skills

Strong communication

Organisational skills

Team player

Problem solving

Attention to detail

Education

Associate degree or equivalent in business administration or related field

Tools

Microsoft Office

CRM software

Job description

Keyton Group in North Sydney is seeking a Customer Service Administrator to ensure efficient service delivery within our accountancy firm. The role handles client queries promptly and professionally, supporting daily operations and records management.

You will manage inquiries, maintain client records, prepare documentation, schedule meetings, and assist with general admin tasks, all while upholding high service standards.