Client Services Coordinator

Walsh Accountants; Gold Coast City; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Work/life balance

Long-term opportunity

Job summary

Walsh Accountants on the Gold Coast is seeking a Client Services Coordinator to support SMSF administration, client onboarding, and ASIC/compliance work. Initially covering parental leave for about 12 months, with a smooth transition to a permanent client services role.

You will manage workflow from engagement to handover, maintain accurate records, liaise with clients and external parties, and deliver a professional client experience using our streamlined systems.

Qualifications

• Experience in a Client Services Coordinator or similar role in accounting/professional services.
• Experience supporting SMSF administration and compliance workflows.
• Familiarity with ASIC deadlines, registrations and corporate compliance.

Responsibilities

• Keep jobs moving, maintain accurate records and client records.
• Coordinate with clients and external parties to deliver a professional client experience.
• Manage onboarding and end-to-end processes from engagement to handover.
• Setup clients/entities across internal and external systems and lodge registrations.
• Provide backup reception and support as required during busy periods.

Skills

Client services

SMSF administration

ASIC/compliance

Entity establishments

Attention to detail

Proactive follow-up

Client communication

Tools

FYI

CAS 360

MYOB Practice Management

LightYear

ATO Online

Job description

For approximately the first 12 months, this role will primarily provide parental leave coverage within our Client Services team, with a focus on SMSF support, client onboarding, ASIC and corporate compliance, and entity establishments. Following this period, the position will continue on a permanent basis, with responsibilities and client allocation transitioning in line with the needs of the broader Client Services team.

Why you'll want to join us

Permanent full-time position with long-term opportunity

Work with an established portfolio of SMEs, family groups and high-net-worth clients

Competitive remuneration package

A culture that supports work/life balance

A modern accounting practice with streamlined systems and strong operational support

About the role

As a Client Services Coordinator, you will be responsible for keeping jobs moving, maintaining accurate records, coordinating with clients and external parties, and delivering a professional client experience from initial engagement through to ongoing service.

During the initial parental leave coverage period, your responsibilities will include:

Manage SMSF job flow from work-in through to lodgement

Follow up clients for outstanding records, approvals and signed documents

Create and post fees, issue invoices, respond to billing queries, and maintain accurate job notes, statuses and records

Manage end-to-end onboarding for new clients, from initial engagement through to handover to the ongoing client team

Set up clients and entities across internal and external systems, ensuring records are complete and accurate

Prepare and lodge ABN, TFN, GST and PAYG withholding registrations

Monitor ASIC deadlines and communicate with clients regarding outstanding information, signatures and compliance matters

Provide backup reception and telephone support, along with other ad hoc administrative and client service support as required

Following the parental leave period, the role will transition into an ongoing Client Services Coordinator position, with duties and client allocation adjusted to support the broader needs of the firm.

What You'll Bring

Previous experience in a Client Services Coordinator or similar client services administration role within an accounting or professional services firm

Experience supporting SMSF administration and compliance workflows, including working with BGL and auditors

Practical experience with ASIC and corporate compliance, entity establishments and business registrations

A solid understanding of accounting-firm workflows and statutory deadlines

Strong organisation, attention to detail and the ability to manage competing priorities through to completion

Confident, professional communication skills and a proactive approach to following up clients and keeping work moving

Familiarity with FYI, CAS 360, MYOB Practice Management, LightYear or ATO Online services will be highly regarded