Client Services Manager

Sharp and Carter; City of Melbourne; On-site; AUD 120,000 - 170,000; Full time

Job summary

Sharp and Carter is seeking a polished Client Services Manager for a senior, client-facing position in Melbourne. You will oversee client administration, billing, debtors and workflow while supporting Partners and staff. The role includes supervising a Client Services Officer and driving process improvements.

You will coordinate complex client matters, ensure efficient operations and maintain strong relationships with senior stakeholders in a well-established accounting and advisory firm.

Qualifications

• Experience in professional services, accounting, legal or financial services.
• Strong client service and administrative experience.
• Exposure to billing, invoicing and debtor management.
• Excellent organisation and communication skills.
• Ability to work with senior stakeholders.

Responsibilities

• Oversee client administration and workflow coordination.
• Coordinate billing, invoicing and debtor follow-up.
• Supervise and develop the Client Services Officer.
• Identify opportunities to improve processes and client experience.
• Support Partners and professional staff in day-to-day operations.
• Manage deadlines and resolve bottlenecks.

Skills

Professional services experience

Accounting knowledge

Client service

Administrative experience

Billing & invoicing

Debtor management

Organization

Communication

Attention to detail

Stakeholder management

Mentoring junior staff

Problem-solving

Process improvement

Job description

We are seeking a polished and experienced Client Services Manager to join a well-established accounting and advisory firm. This is a senior client-facing role responsible for overseeing the Client Services function, supporting Partners and professional staff, and ensuring client matters and internal workflows are managed efficiently.

The Role

You will take ownership of client administration, workflow coordination, billing and debtor management, while acting as the escalation point for more complex client matters. You will also supervise and develop a Client Services Officer and contribute to process improvement and operational efficiencies.

Key responsibilities include:

• Managing complex client enquiries and administrative matters
• Supporting Partners, accountants and advisors
• Coordinating ATO correspondence, payment plans and regulatory administration
• Managing billing, invoicing and debtor follow-up
• Overseeing pre-job processes, documentation and workflow
• Monitoring deadlines and resolving administrative bottlenecks
• Supervising, mentoring and developing the Client Services Officer
• Identifying opportunities to improve systems, processes and client experience

We are seeking a polished and experienced Client Services Manager to join a well-established accounting and advisory firm. This is a senior client-facing role responsible for overseeing the Client Services function, supporting Partners and professional staff, and ensuring client matters and internal workflows are managed efficiently.

The Role

You will take ownership of client administration, workflow coordination, billing and debtor management, while acting as the escalation point for more complex client matters. You will also supervise and develop a Client Services Officer and contribute to process improvement and operational efficiencies.

Key responsibilities include:

• Managing complex client enquiries and administrative matters
• Supporting Partners, accountants and advisors
• Coordinating ATO correspondence, payment plans and regulatory administration
• Managing billing, invoicing and debtor follow-up
• Overseeing pre-job processes, documentation and workflow
• Monitoring deadlines and resolving administrative bottlenecks
• Supervising, mentoring and developing the Client Services Officer
• Identifying opportunities to improve systems, processes and client experience

About You:

• Experience in professional services, accounting, legal, financial services or a similar environment
• Strong client service and administrative experience
• Previous exposure to billing, invoicing and debtor management
• Excellent organisation, communication and attention to detail
• Confidence working with senior stakeholders and clients
• Experience supervising or mentoring junior staff
• Strong judgement, initiative and problem-solving skills
• An interest in process improvement, technology and operational efficiency

What's in it for you?

• Modern newly furbished offices with excellent facilities
• Tight knit, social and collaborative firm
• Strong emphasis on professional development with ample examples of internal progression.
• Supportive leadership team