Client Services Coordinator

HR Staff n' Stuff; Melbourne; On-site; AUD 45,000 - 65,000; Full time

Job summary

HR Staff n' Stuff in Melbourne seeks a proactive Client Services Coordinator to own onboarding, compliance workflows and client administration, ensuring a seamless client experience.

You will manage records, provide reception support, coordinate lodgements, monitor deadlines and liaise with clients to keep workflows moving. The role offers training, a close-knit team and long-term growth within a well-established firm.

Qualifications

• Experience in client services or administration within professional services.
• Highly organized with strong attention to detail.
• Capable of prioritising and solving problems while working independently.
• Experience with XPM, FYI, Xero, DocuSign and ATO processes is highly regarded.
• Comfortable using AI and new technology to improve efficiency and client service.
• Reliable, proactive and committed to delivering quality client service.

Responsibilities

• Manage client onboarding, offboarding and records.
• Provide exceptional client service and reception support.
• Coordinate compliance workflows, lodgements and documentation.
• Monitor ATO correspondence and lodgement deadlines.
• Liaise with clients to obtain information and keep workflows moving.
• Support general office administration and daily operations.

Skills

Client services

Administration

Attention to detail

Independent working

Problem solving

Prioritising

Tools

XPM

FYI

Xero

DocuSign

ATO experience

Job description

For over 30 years, we've helped people and businesses succeed through practical accounting, tax and business advice. We guide and empower our clients in their journey to improve their business and financial performance, manage risks and to achieve success, with peace of mind. We bring the same approach to our team, offering meaningful work, variety, flexibility and support without the burnout.

About the Role

We're seeking a proactive Client Services Coordinator to support our team and deliver a seamless client experience. You'll take ownership of client onboarding, compliance workflows, database management and ongoing client administration, helping keep everything organised and on track.

Key Responsibilities

• Manage client onboarding, offboarding and client records
• Provide exceptional client service and reception support
• Coordinate compliance workflows, lodgements and documentation
• Monitor ATO correspondence, lodgement deadlines and outstanding actions
• Liaise with clients to obtain information and keep workflows moving
• Support general office administration and daily operations

About You

• Client services or administration experience, ideally within professional services
• Highly organised with strong attention to detail
• Confident prioritising, problem solving and working independently
• XPM, FYI, Xero, DocuSign and ATO experience highly regarded
• Comfortable using AI and new technology to improve efficiency and client service
• Reliable, proactive and committed to delivering quality client service

What's in It for You?

• Supportive, close-knit team that genuinely values life work balance
• Ongoing training and development opportunities
• Varied role with plenty of ownership and client interaction
• Long term opportunity within a well-established firm