Client Services Coordinator

Visa Hunt; United States; On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Career development opportunities

Competitive remuneration package

Job summary

Visa Hunt is seeking a Client Services Coordinator to support day-to-day operations, coordinating client communication, workflow administration, and document management in a fast-paced professional setting.

The role serves as a liaison between clients and internal teams, ensuring accurate information gathering and timely job coordination with a strong emphasis on organization and detail. Australian operations exposure may be involved.

Qualifications

• 3+ years in administration, client coordination or client service.
• Experience in accounting or professional services is preferred.
• Excellent written and spoken English with strong attention to detail.
• Proficient in Microsoft Office and document management.

Responsibilities

• Act as central point of contact for client communication and coordination.
• Coordinate client onboarding and maintain accurate records.
• Manage workflow tracking and monitor job progress across teams.
• Prepare engagement letters and compliance documents.
• Follow up with clients for outstanding information and approvals.
• Support Senior Client Managers with admin tasks.
• Maintain organized digital filing and document management.
• Assist scheduling, task allocation, and workflow reporting.
• Coordinate internal communications between bookkeeping, accounting, and client service.
• Ensure timely submission of compliance and operational documents.
• Support general office administration and liaise with Australian clients via email/video.

Skills

Client coordination

Administration

English communication

Office suite

Documentation management

Tools

Microsoft Office Suite

SharePoint

Practice/workflow management systems

Job description

About the Company

Our client is a well-established Australian accounting and advisory firm providing bookkeeping, payroll, taxation, compliance, and business support services to a diverse portfolio of clients across Australia. The firm is recognized for its strong client relationships, operational efficiency, and collaborative work culture focused on delivering high-quality professional services.

Job Overview

The Client Services Coordinator is an administrative and client service-focused role responsible for supporting the firm's day-to-day operations through effective coordination of client communication, workflow administration, and document management.

This role acts as a key liaison between clients and internal teams, ensuring accurate information gathering, timely job coordination, and smooth operational processes across the business. The ideal candidate will be highly organized, detail-oriented, and capable of managing multiple administrative and client service tasks in a fast-paced professional environment.

Key Responsibilities

• Act as a central point of contact for client communication and administrative coordination
• Coordinate client onboarding and maintain accurate client records and documentation
• Manage workflow tracking and monitor job progress across internal teams
• Prepare engagement letters, compliance documentation, and administrative forms
• Follow up with clients regarding outstanding information, approvals, and documentation
• Support Senior Client Managers with administrative and coordination tasks
• Maintain organized digital filing systems and document management processes
• Assist with scheduling, task allocation, and workflow reporting
• Coordinate internal communications between bookkeeping, accounting, and client service teams
• Ensure timely completion and submission of required compliance and operational documents
• Assist in maintaining process consistency and improving administrative workflows
• Support general office administration and operational activities as required
• Liaise professionally with Australian clients and stakeholders via email and virtual communication channels

Requirements

• 3+ years of experience in administration, client coordination, or client service roles
• Previous experience within an accounting firm, professional services environment, or Australian business operations is highly preferred
• Strong organizational and multitasking skills
• Excellent verbal and written English communication skills
• Strong attention to detail and ability to manage deadlines effectively
• Experience handling client documentation and workflow coordination
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, SharePoint)
• Experience using practice management or workflow management systems is an advantage
• Ability to work independently while collaborating effectively with teams
• Professional, proactive, and customer-service-oriented attitude

What's on Offer

• Opportunity to work with a growing Australian accounting and advisory firm
• Exposure to Australian professional services operations and client management
• Supportive and collaborative work environment
• Career development opportunities within a professional services setting
• Competitive remuneration package based on experience