
Coordinating Client Services Specialist
1 week ago
We are seeking a highly skilled Client Services Coordinator to join our team.
Key Responsibilities:
- Manage client onboarding and compliance documentation.
- Track jobs and lodgements in practice management software.
- Communicate proactively with clients (reminders, follow-ups, updates).
- Monitor WIP and billing status, liaising with accountants.
- Handle corporate secretarial work (annual review reminders, digital lodgements, maintaining registers).
- Support client service activities, such as newsletter coordination and webinar support.
- Coordinate workflow across teams.
Qualifications & Experience:
- 2-5 years' experience in or supporting an Australian accounting firm.
- Strong understanding of compliance requirements and client service processes.
- Proficiency in Australian practice management and corporate secretarial systems.
- Strong English communication skills (written and verbal).
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