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Client Services Coordinator | Business Services | Dandenong

Engage Personnel - Melbourne, VIC

Administration & Secretarial
Source: uWorkin

Source: uWorkin


Mid-sized growing Public Practice Accounting firm
Client Services Coordinator role that sits within the Business Services team
Excellent role, close to home!

Our client is a standout Accounting practice with fantastic offices. As a Client Services Coordinator, you will provide client support and administration assistance to the Accountants within Business Services.

You will provide quality service to all clients who access this firm, and their services. You will directly support the Managers, and their teams to acquire new clients and retain existing ones.

This role requires someone who has excellent people skills, and the ability to build and maintain rapport with clients and staff. You will be able to handle client enquiries.

Your responsibilities will include:
Client correspondence
Scheduling annual work to meet clients needs
Preparation and maintenance of database/client records
Typing up of letters to clients
Filing electronic letters/documents
Organising appointments with clients
Preparing checklists of information
Reviewing and checking client documents
Provide team access to XERO
Coordinator TOA resources
Preparing final invoices
Printing off monthly reports from ATO, ASIC and CAS360
Ad hoc administrative duties
To be considered for this exciting opportunity, you will have previous experience as a Client Services Coordinator within an Accounting practice. You will work very closely with the Business Services team.

As a Client Services Coordinator, you will attend training sessions as required and be responsible for completing the annual XERO Advisory Certification.

To apply for this role, please submit your resume below through the APPLY button. Alternatively, for additional information please contact Naomi Way on (03) 9077 7491.