Client Services Assistant: Admin, Onboarding & Engagement

BDO; Western Australia; On-site; AUD 60,000 - 75,000; Full time

Job summary

BDO Australia is seeking a Client Services Assistant to support Partners and the Business Services team with administrative, operational and client service activities. You will manage diaries, prepare onboarding documentation, assist with billing, and maintain client records across CRM and internal systems, delivering accurate and timely support.

Ideal candidates will have experience in client services or administration within a professional services environment, exceptional organisation, strong

Qualifications

• Previous experience in a Client Services/Administration, or similar role within a professional services or public practice environment.
• Excellent communication and stakeholder management skills.
• Advanced Microsoft Office skills; experience with Service Now, Workday, Practice Ignition and/or CAS360 would be advantageous.

Responsibilities

• Provide administrative support to Partners, Directors, Managers, and the wider Business Services team, managing allocated tasks through ServiceNow.
• Manage correspondence, diaries, meetings and competing priorities to support workflow.
• Prepare client engagement and onboarding documentation, reports, presentations and other business correspondence in line with BDO standards.
• Coordinate client onboarding activities and maintain accurate records across CRM, document management and internal systems.
• Assist with billing administration, expense claims and disbursements; support ATO lodgements and BAS.
• Support corporate secretarial work, including ASIC documentation; coordinate travel and team events.

Skills

Organisational skills

Communication skills

Stakeholder management

Proactive approach

Client-focused

Microsoft Office

Tools

ServiceNow

Workday

Practice Ignition

CAS360

Job description

BDO Australia is seeking a Client Services Assistant to support Partners and the Business Services team with administrative, operational and client service activities. You will manage diaries, prepare onboarding documentation, assist with billing, and maintain client records across CRM and internal systems, delivering accurate and timely support.

Ideal candidates will have experience in client services or administration within a professional services environment, exceptional organisation, strong