Client Services Coordinator – Business Advisory

One Global Logistics; Western Australia; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Wellness programs

Lifestyle benefits

Job summary

RSM Australia is seeking an experienced Client Services Coordinator to play a pivotal role within the Business Advisory division. The role focuses on delivering an exceptional client experience, coordinating administrative processes, maintaining client records, and supporting the delivery of accounting and advisory services.

The successful candidate will be highly organised, proactive, and client-focused, with excellent communication skills and a passion for building professional relationships.

Qualifications

• 3+ years 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.
• Strong Microsoft Office skills, particularly Outlook, Word, Excel, and Teams.
• Experience within accounting, professional services, legal, or financial services.
• Experience with client onboarding and compliance processes.
• Familiarity with ASIC administration and company secretarial requirements.
• Experience with practice management and CRM systems.

Responsibilities

• Serve as the primary administrative contact for clients and provide a professional, responsive, and high-quality service experience.
• Manage incoming client enquiries via phone, email, and in person, ensuring timely responses and escalation where required.
• Coordinate client communications regarding document requests, signatures, lodgements, invoices, deadlines, and compliance requirements.
• Build and maintain strong relationships with clients through regular communication and proactive follow-up.
• Prepare client correspondence, engagement documentation, proposals, and service agreements.
• Support advisors and partners in maintaining exceptional client service standards across the division.
• Coordinate client meetings, appointments, and review sessions, including preparation of meeting packs and follow-up actions.
• Assist with onboarding new clients and offboarding departing clients, ensuring a seamless experience.

Skills

Verbal communication

Written communication

Client relationship management

Time management

Attention to detail

Prioritisation

MS Office (Outlook, Word, Excel, Teams

CRM systems

Onboarding & compliance

Education

Year 12 completed

Certificate IV in Business Administration/related

Further studies in admin, accounting or business

Tools

Outlook

Word

Excel

Teams

CRM systems

Job description

RSM Australia is seeking an experienced Client Services Coordinator to play a pivotal role within the Business Advisory division. The role focuses on delivering an exceptional client experience, coordinating administrative processes, maintaining client records, and supporting the delivery of accounting and advisory services.

The successful candidate will be highly organised, proactive, and client-focused, with excellent communication skills and a passion for building professional relationships.